BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$92.2M 0.82%
198,241
+28,027
27
$91.5M 0.81%
848,974
-8,739
28
$91.3M 0.81%
231,152
-1,419
29
$88.7M 0.79%
453,306
-7,229
30
$87.4M 0.77%
678,604
-982
31
$85.1M 0.75%
565,618
-6,896
32
$84.1M 0.74%
704,666
-14,534
33
$83.1M 0.74%
753,654
-19,643
34
$82.8M 0.73%
801,608
+26,404
35
$82.2M 0.73%
755,397
+17,688
36
$77.7M 0.69%
1,427,512
-7,252
37
$75.6M 0.67%
924,221
-29,283
38
$72.9M 0.65%
485,832
-326,981
39
$72.4M 0.64%
577,889
-4,634
40
$70.7M 0.63%
461,724
-112,990
41
$69.4M 0.61%
338,849
+4,394
42
$69.3M 0.61%
893,526
+209,936
43
$69.2M 0.61%
547,461
+2,981
44
$67.6M 0.6%
695,540
+4,633
45
$67.3M 0.6%
1,211,158
+670,115
46
$66.5M 0.59%
396,891
-10,349
47
$65.5M 0.58%
472,781
+6,383
48
$65.1M 0.58%
306,844
+17,645
49
$63.8M 0.57%
849,567
+12,272
50
$63.1M 0.56%
2,670,619
-341,806
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