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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44.1M 0.44%
363,156
+46,393
77
$43.9M 0.43%
576,762
+336,460
78
$43.9M 0.43%
293,777
+7,720
79
$43.9M 0.43%
293,877
-6,677
80
$43.1M 0.43%
313,871
-101
81
$42.4M 0.42%
361,129
+3,031
82
$42.3M 0.42%
39,041
-223
83
$42.1M 0.42%
+49,296
84
$41.8M 0.41%
231,294
-2,965
85
$41.5M 0.41%
174,034
-28,162
86
$40.8M 0.4%
523,578
-424,553
87
$40.6M 0.4%
964,622
+30,653
88
$40.5M 0.4%
190,814
-314
89
$40.4M 0.4%
366,117
+2,165
90
$39.8M 0.39%
450,250
+292
91
$39.6M 0.39%
665,133
+22,893
92
$39.4M 0.39%
484,386
+14,727
93
$39.1M 0.39%
234,859
-1,032
94
$38.8M 0.38%
734,158
+23,353
95
$38.7M 0.38%
509,446
+54,956
96
$38.5M 0.38%
1,071,391
+144,580
97
$37.8M 0.37%
232,424
+2,114
98
$36.6M 0.36%
253,667
-31,126
99
$36.4M 0.36%
458,090
-3,319
100
$36.3M 0.36%
251,217
+7,507
2 3
4
5 6