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
51
$33.7M 0.54%
446,424
-26,610
52
$32.7M 0.52%
297,277
-13,502
53
$32.1M 0.51%
604,946
+12,809
54
$32.1M 0.51%
1,565,316
+181,698
55
$31.4M 0.5%
470,797
-116,689
56
$30.7M 0.49%
527,820
-63,420
57
$30.6M 0.49%
949,966
+11,932
58
$30.2M 0.48%
295,973
-987
59
$30.1M 0.48%
548,857
-108,729
60
$29.4M 0.47%
239,749
-46,451
61
$28.2M 0.45%
616,869
+139,339
62
$28.1M 0.45%
1,220,636
+32,474
63
$28M 0.45%
823,928
+113,831
64
$27.7M 0.44%
200,297
-1,697
65
$27M 0.43%
108,578
-11,951
66
$26.8M 0.43%
757,860
+10,401
67
$25.7M 0.41%
515,424
+9,539
68
$25.3M 0.4%
153,275
+84,024
69
$25.3M 0.4%
226,818
+23,249
70
$25.3M 0.4%
302,208
-77,338
71
$24.9M 0.4%
95,650
-14,446
72
$24.8M 0.4%
143,219
-90,814
73
$24.7M 0.39%
771,667
+14,105
74
$24.7M 0.39%
135,036
-117,899
75
$24.6M 0.39%
596,661
+20,813
1 2
3
4 5