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
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$303K ﹤0.01%
5,677
352
$296K ﹤0.01%
3,600
353
$288K ﹤0.01%
1,200
354
$282K ﹤0.01%
5,590
+488
355
$280K ﹤0.01%
3,253
356
$278K ﹤0.01%
7,845
357
$274K ﹤0.01%
1,833
+58
358
$267K ﹤0.01%
5,065
359
$265K ﹤0.01%
929
360
$264K ﹤0.01%
1,765
361
$263K ﹤0.01%
+2,400
362
$260K ﹤0.01%
1,743
363
$257K ﹤0.01%
+13,272
364
$255K ﹤0.01%
959
+18
365
$254K ﹤0.01%
8,922
+206
366
$253K ﹤0.01%
3,235
-154,975
367
$249K ﹤0.01%
632
368
$246K ﹤0.01%
+3,524
369
$241K ﹤0.01%
1,208
370
$239K ﹤0.01%
1,200
371
$239K ﹤0.01%
3,400
372
$236K ﹤0.01%
2,423
373
$229K ﹤0.01%
1,491
374
$226K ﹤0.01%
4,350
375
$225K ﹤0.01%
2,206
12 13 14
15
16