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
51
$58.6M 0.57%
642,261
+33,274
52
$58.1M 0.56%
410,641
-52,092
53
$57.4M 0.56%
563,063
+68,642
54
$56.7M 0.55%
591,057
+51,765
55
$55.6M 0.54%
274,505
+57,640
56
$55.6M 0.54%
526,359
+22,882
57
$55.2M 0.53%
597,695
+147,814
58
$54.8M 0.53%
47,389
-895
59
$54.2M 0.53%
548,585
+48,106
60
$53M 0.51%
1,202,369
+83,299
61
$52.8M 0.51%
187,698
+1,609
62
$52.5M 0.51%
508,780
-7,760
63
$52.2M 0.51%
653,969
-13,580
64
$52M 0.5%
329,047
-2,933
65
$50.5M 0.49%
333,210
+39,055
66
$50.1M 0.49%
124,963
+7,625
67
$49.7M 0.48%
414,972
+23,314
68
$49.7M 0.48%
772,994
-7,493
69
$49M 0.47%
663,412
+50,465
70
$46.4M 0.45%
101,004
+61,052
71
$46.3M 0.45%
186,201
+26,825
72
$44.8M 0.43%
146,749
+6,326
73
$44.8M 0.43%
330,708
+69,386
74
$44.1M 0.43%
689,001
-70,111
75
$44M 0.43%
721,342
+114,297
1 2
3
4 5