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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$26.5M
3
+$21.6M
4
IEX icon
IDEX
IEX
+$17M
5
UMBF icon
UMB Financial
UMBF
+$16.4M

Top Sells

1
+$37.4M
2
+$32.6M
3
+$26.3M
4
BRO icon
Brown & Brown
BRO
+$24.5M
5
ENSG icon
The Ensign Group
ENSG
+$24.2M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$204K ﹤0.01%
+735
352
$202K ﹤0.01%
1,491
353
$201K ﹤0.01%
2,655
354
$200K ﹤0.01%
19,000
355
$132K ﹤0.01%
11,400
356
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-2,138
357
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-5,395
358
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-13,272
359
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-3,848
360
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-83,230
361
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-3,730
362
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363
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-2,440
364
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365
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366
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367
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368
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369
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370
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371
– –
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372
– –
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