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
$14B
AUM Growth
+$764M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$46.8M
3
+$37.3M
4
KLAC icon
KLA
KLAC
+$37.1M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$34.8M

Top Sells

1
+$77.8M
2
+$64.6M
3
+$62.5M
4
OMC icon
Omnicom Group
OMC
+$26.6M
5
USB icon
US Bancorp
USB
+$24.5M

Sector Composition

1 Technology 22.34%
2 Financials 15.19%
3 Healthcare 14.9%
4 Industrials 14.61%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-40,862
377
– –
-86,797
378
– –
-4,322
379
– –
-4,550
380
– –
-5,545
381
– –
-14,501
382
– –
-7,645
383
– –
-162,182
384
– –
-15,897
385
– –
-3,347
386
– –
-4,698,238
12 13 14 15
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