BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$475K ﹤0.01%
1,327
-27
327
$467K ﹤0.01%
2,217
+17
328
$459K ﹤0.01%
9,159
329
$455K ﹤0.01%
1,747
+33
330
$447K ﹤0.01%
5,430
331
$440K ﹤0.01%
10,150
332
$430K ﹤0.01%
4,225
333
$422K ﹤0.01%
5,500
334
$399K ﹤0.01%
1,405
-150
335
$394K ﹤0.01%
9,250
336
$390K ﹤0.01%
1,437
337
$389K ﹤0.01%
8,384
+291
338
$384K ﹤0.01%
5,270
339
$373K ﹤0.01%
3,016
340
$369K ﹤0.01%
1,922
+9
341
$364K ﹤0.01%
6,071
342
$344K ﹤0.01%
3,525
-83
343
$336K ﹤0.01%
2,210
344
$332K ﹤0.01%
10,072
345
$328K ﹤0.01%
21,500
346
$327K ﹤0.01%
11,000
347
$324K ﹤0.01%
5,400
348
$319K ﹤0.01%
4,298
+804
349
$318K ﹤0.01%
3,916
+98
350
$308K ﹤0.01%
10,347
+294
12 13
14
15 16