BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

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%
531
354
$200K ﹤0.01%
19,000
355
$132K ﹤0.01%
11,400
356
– –
-2,138
357
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-2,440
358
– –
-10,072
359
– –
-3,828
360
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-6,478
361
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-2,307
362
– –
-3,941
363
– –
-1,600
364
– –
-424,087
365
– –
-16,450
366
– –
-5,395
367
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-13,272
368
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-3,848
369
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-83,230
370
– –
-3,730
371
– –
-916
372
– –
-6,819
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