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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$238K ﹤0.01%
3,100
-5,000
352
$237K ﹤0.01%
5,800
353
$231K ﹤0.01%
1,833
354
$226K ﹤0.01%
3,175
-1,500
355
$224K ﹤0.01%
5,709
-100
356
$224K ﹤0.01%
3,530
357
$222K ﹤0.01%
3,400
358
$221K ﹤0.01%
1,600
359
$214K ﹤0.01%
1,491
360
$209K ﹤0.01%
13,272
361
$207K ﹤0.01%
7,845
362
$205K ﹤0.01%
2,138
-1,000
363
$204K ﹤0.01%
+916
364
$203K ﹤0.01%
2,307
365
$201K ﹤0.01%
3,848
-147
366
$187K ﹤0.01%
19,000
367
$154K ﹤0.01%
11,400
368
– –
-2,341
369
– –
-400,263
370
– –
-345
371
– –
-4,350
372
– –
-2,150
373
– –
-8,250
374
– –
-3,185
375
– –
-551,494
12 13 14
15
16