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

Top Buys

1
+$45.7M
2
+$26.3M
3
+$24.8M
4
CARG icon
CarGurus
CARG
+$20.7M
5
PINC
Premier
PINC
+$17.5M

Top Sells

1
+$72.9M
2
+$65.5M
3
+$40.6M
4
INTU icon
Intuit
INTU
+$35.4M
5
INTC icon
Intel
INTC
+$22.7M

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
– –
-9,800
394
– –
-632
395
– –
-36,750
396
– –
-17,532
397
– –
-3,524
398
– –
-21,900
399
– –
-1,200
400
– –
-199,965
13 14 15
16
17