BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$57.8M
3
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

1
+$52.5M
2
+$51.9M
3
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$233K ﹤0.01%
1,350
377
$231K ﹤0.01%
+3,931
378
$229K ﹤0.01%
+1,854
379
$229K ﹤0.01%
+363
380
$226K ﹤0.01%
680
381
$226K ﹤0.01%
3,091
+48
382
$222K ﹤0.01%
+1,522
383
$221K ﹤0.01%
2,700
384
$217K ﹤0.01%
+1,668
385
$216K ﹤0.01%
+4,305
386
$215K ﹤0.01%
1,027
-4,511
387
$205K ﹤0.01%
+4,984
388
$203K ﹤0.01%
+5,400
389
$203K ﹤0.01%
+1,300
390
$202K ﹤0.01%
+2,019
391
$168K ﹤0.01%
11,660
392
– –
-121,352
393
– –
-584,985
394
– –
-1,318,853
395
– –
-659,583
396
– –
-485
397
– –
-667
398
– –
-1,211
399
– –
-14,500
400
– –
-6,050
13 14 15
16
17