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
$12.5B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$27.2M
3
+$26.9M
4
CARG icon
CarGurus
CARG
+$19.9M
5
PINC
Premier
PINC
+$18.2M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$42.4M
4
INTU icon
Intuit
INTU
+$36.8M
5
INTC icon
Intel
INTC
+$22.9M

Sector Composition

1 Technology 20.57%
2 Financials 16.5%
3 Healthcare 15.15%
4 Industrials 14.48%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$237K ﹤0.01%
+350
377
$235K ﹤0.01%
3,400
378
$234K ﹤0.01%
2,175
+125
379
$227K ﹤0.01%
1,200
380
$226K ﹤0.01%
2,336
381
$220K ﹤0.01%
425
382
$211K ﹤0.01%
+5,070
383
$210K ﹤0.01%
975
-5,390
384
$209K ﹤0.01%
4,322
385
$205K ﹤0.01%
699
386
$203K ﹤0.01%
+3,577
387
$201K ﹤0.01%
+526
388
$201K ﹤0.01%
+1,800
389
$189K ﹤0.01%
11,400
390
$177K ﹤0.01%
19,000
391
– –
-714
392
– –
-5,065
393
– –
-10,700
394
– –
-9,800
395
– –
-632
396
– –
-36,750
397
– –
-17,532
398
– –
-3,524
399
– –
-21,900
400
– –
-1,200
13 14 15
16
17