BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$224K ﹤0.01%
1,233
+33
377
$213K ﹤0.01%
+4,322
378
$211K ﹤0.01%
+10,200
379
$208K ﹤0.01%
2,336
380
$207K ﹤0.01%
+816
381
$205K ﹤0.01%
699
382
$204K ﹤0.01%
2,050
383
$204K ﹤0.01%
425
384
$203K ﹤0.01%
1,200
-179
385
$202K ﹤0.01%
+714
386
$193K ﹤0.01%
19,000
387
$189K ﹤0.01%
+11,400
388
– –
-1,500
389
– –
-3,220
390
– –
-595,994
391
– –
-399,649
392
– –
-510,182
393
– –
-16,586
394
– –
-14,780
395
– –
-199,633
396
– –
-8,951
12 13 14 15
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