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
76
$43.9M 0.43%
230,901
+8,786
77
$43.6M 0.42%
806,226
+182,694
78
$42.9M 0.42%
351,995
+35,125
79
$42.2M 0.41%
393,619
+131,339
80
$41.8M 0.41%
640,480
+32,055
81
$41.7M 0.4%
288,907
+35,399
82
$41.7M 0.4%
227,010
+24,428
83
$41.6M 0.4%
785,377
+29,935
84
$41.5M 0.4%
403,869
-27,643
85
$41.3M 0.4%
138,460
+46,667
86
$41.3M 0.4%
294,290
+33,374
87
$41M 0.4%
259,316
+828
88
$40.9M 0.4%
501,454
-1,581
89
$40.8M 0.4%
396,061
-11,348
90
$40.7M 0.39%
548,246
+54,069
91
$40.2M 0.39%
243,722
-2,356
92
$39.7M 0.38%
214,947
+9,452
93
$38.9M 0.38%
389,170
+240,376
94
$38.8M 0.38%
258,532
+1,275
95
$38.7M 0.37%
131,310
-6,085
96
$38.6M 0.37%
132,685
-2,300
97
$38.4M 0.37%
218,710
-11,485
98
$38.3M 0.37%
367,547
-3,682
99
$37.8M 0.37%
198,547
+22,160
100
$37.7M 0.37%
168,336
+3,132
2 3
4
5 6