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
$6.27B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.4M
3
+$22.4M
4
MCD icon
McDonald's
MCD
+$16.6M
5
STAG icon
STAG Industrial
STAG
+$16.1M

Top Sells

1
+$49.2M
2
+$44.3M
3
+$35M
4
HSIC icon
Henry Schein
HSIC
+$29.8M
5
JPM icon
JPMorgan Chase
JPM
+$28.8M

Sector Composition

1 Technology 18.12%
2 Healthcare 16.03%
3 Industrials 14.27%
4 Financials 14.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-821,068
377
– –
-17,010
378
– –
-2,776
379
– –
-4,505
380
– –
-3,851
381
– –
-5,823
382
– –
-339,277
383
– –
-3,016
384
– –
-1,025,407
385
– –
-14,550
386
– –
-7,955
387
– –
-423,505
388
– –
-8,291
389
– –
-6,500
12 13 14 15
16