BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
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
+$23.7M
2
+$22.4M
3
+$22.4M
4
MCD icon
McDonald's
MCD
+$16.6M
5
STAG icon
STAG Industrial
STAG
+$16.1M

Top Sells

1
+$49.2M
2
+$44.3M
3
+$35M
4
HSIC icon
Henry Schein
HSIC
+$29.8M
5
JPM icon
JPMorgan Chase
JPM
+$28.8M

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
76
$24.6M 0.39%
173,721
+19,284
77
$24.1M 0.38%
166,748
+7,960
78
$23.8M 0.38%
179,569
-15,042
79
$23.5M 0.38%
147,758
-5,763
80
$23.3M 0.37%
166,676
+5,015
81
$23.3M 0.37%
619,143
-391,596
82
$23M 0.37%
364,415
+30,461
83
$22.7M 0.36%
736,638
-34,044
84
$22.3M 0.36%
473,784
+13,082
85
$22.1M 0.35%
762,775
-282,820
86
$22M 0.35%
359,739
-99,289
87
$21.6M 0.34%
516,815
+172,027
88
$21.5M 0.34%
207,628
-33,681
89
$21.4M 0.34%
+129,615
90
$21.1M 0.34%
243,837
-2,729
91
$21M 0.33%
229,525
+678
92
$20.9M 0.33%
982,928
+9,034
93
$20.7M 0.33%
216,455
+5,377
94
$20.2M 0.32%
445,220
-103,448
95
$20.2M 0.32%
149,695
-413
96
$20.2M 0.32%
753,811
+8,803
97
$20M 0.32%
336,079
+708
98
$20M 0.32%
236,212
+5,812
99
$19.9M 0.32%
186,819
+3,223
100
$19.7M 0.31%
506,327
-29,735
2 3
4
5 6