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
$10.3B
AUM Growth
+$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$34.2M
3
+$30.5M
4
CHE icon
Chemed
CHE
+$28.1M
5
IDA icon
Idacorp
IDA
+$24M

Top Sells

1
+$55.4M
2
+$43.4M
3
+$40.5M
4
MORN icon
Morningstar
MORN
+$28.9M
5
ADP icon
Automatic Data Processing
ADP
+$20.3M

Sector Composition

1 Technology 19.12%
2 Financials 16.07%
3 Healthcare 15.7%
4 Industrials 14.53%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$85.2M 0.82%
983,366
+13,923
27
$84.3M 0.82%
771,519
-10,662
28
$83.6M 0.81%
795,449
+17,059
29
$82.4M 0.8%
582,644
+2,551
30
$81.1M 0.79%
462,475
+2,127
31
$79.7M 0.77%
889,504
+66,276
32
$77.1M 0.75%
430,784
+58,769
33
$76.8M 0.74%
624,511
+22,031
34
$75.2M 0.73%
466,982
-20,073
35
$74M 0.72%
616,882
-9,194
36
$71.4M 0.69%
1,381,023
+35,527
37
$71.2M 0.69%
741,752
+71,464
38
$71.1M 0.69%
605,972
+30,630
39
$69.4M 0.67%
224,884
+143,703
40
$69.4M 0.67%
331,191
+27,331
41
$67.8M 0.66%
181,173
-25,971
42
$67.4M 0.65%
2,831,029
+931,802
43
$66.2M 0.64%
560,297
-43,637
44
$66M 0.64%
298,145
-15,775
45
$62.8M 0.61%
277,877
-61,969
46
$62.1M 0.6%
277,777
+14,939
47
$60.6M 0.59%
823,318
+130,080
48
$60.3M 0.58%
363,715
+16,814
49
$59.5M 0.58%
668,690
+30,857
50
$59M 0.57%
767,350
-50,559
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2
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