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
$5.99B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$26.3M
3
+$21.6M
4
OII icon
Oceaneering
OII
+$14.8M
5
EV
Eaton Vance Corp.
EV
+$14.2M

Top Sells

1
+$39.6M
2
+$27.6M
3
+$26M
4
IPCM
IPC HEALTHCARE INC COM DTD
IPCM
+$24M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.1M

Sector Composition

1 Financials 17.98%
2 Technology 15.56%
3 Healthcare 15.35%
4 Industrials 12.45%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$226K ﹤0.01%
4,335
352
$221K ﹤0.01%
4,304
+754
353
$203K ﹤0.01%
+4,422
354
– –
-8,263
355
– –
-205,757
356
– –
-686
357
– –
-432,835
358
– –
-619,046
359
– –
-959,914
360
– –
-279,801
361
– –
-103,264
362
– –
-6,231
363
– –
-9,700
11 12 13 14
15