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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$36.9M
3
+$27.5M
4
WTRG icon
Essential Utilities
WTRG
+$26.1M
5
HALO icon
Halozyme
HALO
+$19.4M

Top Sells

1
+$43.2M
2
+$35.4M
3
+$31M
4
SLB icon
SLB Ltd
SLB
+$30.8M
5
JPM icon
JPMorgan Chase
JPM
+$27.7M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$201K ﹤0.01%
3,600
377
$157K ﹤0.01%
11,660
378
$121K ﹤0.01%
14,500
379
– –
-3,000
380
– –
-816
381
– –
-201,000
382
– –
-5,856
383
– –
-363
384
– –
-800
385
– –
-990,552
12 13 14 15
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