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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$36M
3
+$32.5M
4
A icon
Agilent Technologies
A
+$31M
5
TFX icon
Teleflex
TFX
+$20.6M

Top Sells

1
+$66.2M
2
+$43.8M
3
+$38.3M
4
ORCL icon
Oracle
ORCL
+$36.5M
5
CDK
CDK Global, Inc.
CDK
+$35.6M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-2,341
377
– –
-4,350
378
– –
-2,150
379
– –
-8,250
380
– –
-3,185
381
– –
-551,494
382
– –
-603,066
383
– –
-7,287
384
– –
-2,101
385
– –
-73,630
386
– –
-5,350
387
– –
-425
388
– –
-916
389
– –
-7,500
390
– –
-2,938
391
– –
-5,677
392
– –
-42,032
393
– –
-2,420
394
– –
-20,683
395
– –
-400,263
12 13 14 15
16