BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$31.5M
3
+$26.9M
4
AKAM icon
Akamai
AKAM
+$24.8M
5
EA icon
Electronic Arts
EA
+$23.3M

Top Sells

1
+$57.5M
2
+$30.7M
3
+$19.1M
4
CHE icon
Chemed
CHE
+$16.9M
5
SAM icon
Boston Beer
SAM
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$245K ﹤0.01%
6,450
352
$243K ﹤0.01%
2,143
353
$241K ﹤0.01%
4,077
+680
354
$239K ﹤0.01%
2,210
355
$224K ﹤0.01%
11,000
356
$223K ﹤0.01%
+8,029
357
$217K ﹤0.01%
2,103
-138
358
$207K ﹤0.01%
37,000
359
$207K ﹤0.01%
896
360
$200K ﹤0.01%
+3,430
361
$186K ﹤0.01%
21,500
362
$184K ﹤0.01%
11,105
363
$180K ﹤0.01%
19,000
-13,000
364
– –
-40,399
365
– –
-704,559
366
– –
-209,184
367
– –
-40,630
368
– –
-821,859
369
– –
-2,605
370
– –
-30,862
371
– –
-105,710
372
– –
-4,350
373
– –
-505,654
374
– –
-7,585
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