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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$314K ﹤0.01%
29,049
-14,524
327
$296K ﹤0.01%
5,400
328
$292K ﹤0.01%
4,579
-250
329
$289K ﹤0.01%
3,311
330
$282K ﹤0.01%
1,759
331
$276K ﹤0.01%
1,200
-1,000
332
$264K ﹤0.01%
3,033
333
$264K ﹤0.01%
3,251
334
$260K ﹤0.01%
1,380
335
$259K ﹤0.01%
8,262
-2,500
336
$250K ﹤0.01%
21,500
337
$249K ﹤0.01%
3,132
-292,350
338
$244K ﹤0.01%
11,062
-5,532
339
$244K ﹤0.01%
1,833
340
$241K ﹤0.01%
5,490
341
$237K ﹤0.01%
11,000
342
$232K ﹤0.01%
3,100
343
$232K ﹤0.01%
646
-60
344
$231K ﹤0.01%
2,881
345
$224K ﹤0.01%
1,044
+12
346
$221K ﹤0.01%
7,845
347
$216K ﹤0.01%
3,175
348
$211K ﹤0.01%
3,400
349
$211K ﹤0.01%
2,074
350
$211K ﹤0.01%
5,800
11 12 13
14
15