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
76
$48.6M 0.43%
532,122
-265
77
$48.5M 0.43%
438,745
+8,786
78
$48.4M 0.43%
89,745
+1,747
79
$48M 0.43%
187,485
-670
80
$47.8M 0.42%
83,059
+1,215
81
$47.7M 0.42%
235,191
-10,151
82
$47.7M 0.42%
319,109
-45,081
83
$47.6M 0.42%
346,896
+4,082
84
$47.3M 0.42%
397,143
+16,694
85
$46.6M 0.41%
118,670
-9,280
86
$46.4M 0.41%
227,017
+14,326
87
$45.9M 0.41%
190,165
+3,234
88
$45.8M 0.41%
373,252
+28,809
89
$45.1M 0.4%
430,789
-163,242
90
$45M 0.4%
1,146,963
+16,061
91
$44.2M 0.39%
263,202
+5,344
92
$44M 0.39%
908,695
+8,350
93
$44M 0.39%
161,627
-2,152
94
$42.8M 0.38%
1,562,168
-15,106
95
$42.5M 0.38%
382,316
+96,525
96
$41.5M 0.37%
138,386
+9,203
97
$41.5M 0.37%
723,188
+14,675
98
$41.3M 0.37%
199,542
-40,486
99
$41.1M 0.36%
237,392
-40,411
100
$40.9M 0.36%
495,255
+265,370
2 3
4
5 6