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
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$36.7M
3
+$33.3M
4
JLL icon
Jones Lang LaSalle
JLL
+$32.5M
5
NTRS icon
Northern Trust
NTRS
+$30.7M

Top Sells

1
+$22.2M
2
+$19.9M
3
+$17.7M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
LECO icon
Lincoln Electric
LECO
+$15.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$373K ﹤0.01%
3,311
327
$358K ﹤0.01%
2,507
-45
328
$356K ﹤0.01%
3,243
329
$352K ﹤0.01%
2,028
330
$340K ﹤0.01%
8,030
-2,420
331
$327K ﹤0.01%
20,514
-5,154
332
$321K ﹤0.01%
994
333
$311K ﹤0.01%
646
334
$309K ﹤0.01%
645
335
$308K ﹤0.01%
1,200
336
$305K ﹤0.01%
1,759
337
$304K ﹤0.01%
+1,234
338
$302K ﹤0.01%
3,033
339
$298K ﹤0.01%
2,655
340
$295K ﹤0.01%
1,200
341
$294K ﹤0.01%
11,000
342
$287K ﹤0.01%
5,490
343
$285K ﹤0.01%
1,380
344
$276K ﹤0.01%
+1,441
345
$268K ﹤0.01%
19,000
346
$266K ﹤0.01%
1,790
-1,783
347
$262K ﹤0.01%
2,918
348
$259K ﹤0.01%
4,500
349
$249K ﹤0.01%
7,500
350
$245K ﹤0.01%
3,400
11 12 13
14
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