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
$10.3B
AUM Growth
+$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$33.7M
3
+$29.9M
4
CVCO icon
Cavco Industries
CVCO
+$28.2M
5
IDA icon
Idacorp
IDA
+$22M

Top Sells

1
+$51.5M
2
+$42.1M
3
+$40.5M
4
MORN icon
Morningstar
MORN
+$28.9M
5
SIVB
SVB Financial Group
SIVB
+$20M

Sector Composition

1 Technology 19.12%
2 Financials 16.07%
3 Healthcare 15.7%
4 Industrials 14.53%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-182,627
377
– –
-1,970
378
– –
-36,803
379
– –
-124,865
380
– –
-4,600
381
– –
-10,112
382
– –
-51,550
12 13 14 15
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