BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$36M
3
+$32.5M
4
A icon
Agilent Technologies
A
+$31M
5
TFX icon
Teleflex
TFX
+$20.6M

Top Sells

1
+$66.2M
2
+$43.8M
3
+$38.3M
4
ORCL icon
Oracle
ORCL
+$36.5M
5
CDK
CDK Global, Inc.
CDK
+$35.6M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$357K ﹤0.01%
5,400
327
$352K ﹤0.01%
3,283
-566
328
$341K ﹤0.01%
4,829
-999
329
$335K ﹤0.01%
5,305
+35
330
$319K ﹤0.01%
5,500
331
$313K ﹤0.01%
1,110
-90
332
$286K ﹤0.01%
21,500
333
$286K ﹤0.01%
1,200
334
$282K ﹤0.01%
10,072
335
$280K ﹤0.01%
3,033
336
$279K ﹤0.01%
706
-185
337
$269K ﹤0.01%
1,759
+16
338
$268K ﹤0.01%
2,440
339
$267K ﹤0.01%
3,251
-2
340
$266K ﹤0.01%
1,380
341
$264K ﹤0.01%
1,032
+100
342
$264K ﹤0.01%
3,941
-1,065
343
$262K ﹤0.01%
2,881
344
$259K ﹤0.01%
3,311
345
$256K ﹤0.01%
11,000
346
$253K ﹤0.01%
+2,655
347
$249K ﹤0.01%
16,450
+4,050
348
$248K ﹤0.01%
5,490
349
$244K ﹤0.01%
+2,074
350
$239K ﹤0.01%
3,828
12 13
14
15 16