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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$15.1M
3
+$14.8M
4
HUBB icon
Hubbell
HUBB
+$12.1M
5
NTRS icon
Northern Trust
NTRS
+$8.96M

Top Sells

1
+$31.3M
2
+$26.8M
3
+$21.9M
4
IPGP icon
IPG Photonics
IPGP
+$18.2M
5
COHR
Coherent Inc
COHR
+$16.3M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$328K 0.01%
+4,850
352
$324K 0.01%
4,164
353
$324K 0.01%
6,899
354
$306K ﹤0.01%
+3,192
355
$297K ﹤0.01%
+2,308
356
$287K ﹤0.01%
+5,980
357
$270K ﹤0.01%
+7,000
358
$261K ﹤0.01%
3,634
359
$261K ﹤0.01%
3,050
360
$255K ﹤0.01%
+2,156
361
$243K ﹤0.01%
1,476
362
$242K ﹤0.01%
3,990
363
$240K ﹤0.01%
+3,395
364
$237K ﹤0.01%
+3,800
365
$234K ﹤0.01%
4,587
-50
366
$229K ﹤0.01%
3,862
367
$227K ﹤0.01%
+1,795
368
$217K ﹤0.01%
+4,129
369
$146K ﹤0.01%
10,000
370
$132K ﹤0.01%
5,714
-2,479
371
– –
-330,643
372
– –
-135,710
373
– –
-3,515
374
– –
-34,808
375
– –
-3,007
12 13 14
15
16