BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.27B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$17.1M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$14.3M
5
MCD icon
McDonald's
MCD
+$13.9M

Top Sells

1
+$38.3M
2
+$32.1M
3
+$26.9M
4
MSFT icon
Microsoft
MSFT
+$25.7M
5
HSIC icon
Henry Schein
HSIC
+$23.7M

Sector Composition

1 Technology 18.12%
2 Healthcare 16.03%
3 Industrials 14.27%
4 Financials 14.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$55.6M 0.89%
1,034,916
+105,996
27
$51.7M 0.82%
284,036
-3,513
28
$51.6M 0.82%
1,313,338
-193,808
29
$51.2M 0.82%
535,311
-98,724
30
$50.9M 0.81%
564,603
+49,444
31
$50.4M 0.8%
668,095
-19,562
32
$48.4M 0.77%
659,453
-1,793
33
$48M 0.77%
513,927
-5,556
34
$47M 0.75%
458,071
-10,300
35
$46.7M 0.74%
598,768
-32,711
36
$45.7M 0.73%
105,596
-14,434
37
$44.4M 0.71%
1,289,094
-278,338
38
$44M 0.7%
437,713
+141,765
39
$43.4M 0.69%
506,544
-44,438
40
$43.1M 0.69%
515,563
+26,439
41
$41.8M 0.67%
276,721
-16,713
42
$40.6M 0.65%
350,709
+6,805
43
$39.5M 0.63%
865,794
-14,870
44
$39.2M 0.63%
568,444
+3,946
45
$38.3M 0.61%
191,722
-4,776
46
$37.7M 0.6%
546,424
+275,624
47
$37.6M 0.6%
385,436
-48,605
48
$36.6M 0.58%
551,564
-27,277
49
$36.4M 0.58%
52,695
-7,350
50
$35.8M 0.57%
237,127
+4,980
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