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
$10.3B
AUM Growth
+$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$34.2M
3
+$30.5M
4
CHE icon
Chemed
CHE
+$28.1M
5
IDA icon
Idacorp
IDA
+$24M

Top Sells

1
+$55.4M
2
+$43.4M
3
+$40.5M
4
MORN icon
Morningstar
MORN
+$28.9M
5
ADP icon
Automatic Data Processing
ADP
+$20.3M

Sector Composition

1 Technology 19.12%
2 Financials 16.07%
3 Healthcare 15.7%
4 Industrials 14.53%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$262K ﹤0.01%
8,104
352
$258K ﹤0.01%
1,200
353
$257K ﹤0.01%
929
+33
354
$248K ﹤0.01%
1,313
355
$247K ﹤0.01%
2,078
356
$245K ﹤0.01%
1,775
357
$236K ﹤0.01%
632
-540
358
$236K ﹤0.01%
1,208
359
$228K ﹤0.01%
1,143
360
$228K ﹤0.01%
3,430
361
$227K ﹤0.01%
+3,400
362
$226K ﹤0.01%
+7,845
363
$225K ﹤0.01%
1,743
364
$224K ﹤0.01%
+5,007
365
$219K ﹤0.01%
4,322
366
$215K ﹤0.01%
+2,389
367
$208K ﹤0.01%
+1,415
368
$202K ﹤0.01%
+425
369
$200K ﹤0.01%
+1,500
370
– –
-15,300
371
– –
-1,349
372
– –
-182,627
373
– –
-1,970
374
– –
-36,803
375
– –
-124,865
12 13 14
15
16