BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
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
– –
-1,600
357
– –
-424,087
358
– –
-16,450
359
– –
-5,395
360
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-13,272
361
– –
-3,848
362
– –
-83,230
363
– –
-3,730
364
– –
-916
365
– –
-6,819
366
– –
-2,138
367
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-2,440
368
– –
-10,072
369
– –
-3,828
370
– –
-6,478
371
– –
-2,307
372
– –
-3,941
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