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
$6.27B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$17.1M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$14.3M
5
MCD icon
McDonald's
MCD
+$13.9M

Top Sells

1
+$38.3M
2
+$32.1M
3
+$26.9M
4
MSFT icon
Microsoft
MSFT
+$25.7M
5
HSIC icon
Henry Schein
HSIC
+$23.7M

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
101
$19.2M 0.31%
433,908
+35,842
102
$19M 0.3%
344,082
-35,348
103
$18.9M 0.3%
527,796
+14,280
104
$18.9M 0.3%
198,418
+12,207
105
$18.8M 0.3%
406,164
+9,944
106
$18.8M 0.3%
442,789
+11,580
107
$18.7M 0.3%
403,539
-1,237
108
$18.7M 0.3%
337,765
+5,730
109
$18.5M 0.29%
215,740
+6,886
110
$18.4M 0.29%
513,544
+192,333
111
$18.1M 0.29%
133,958
-2,238
112
$18.1M 0.29%
187,581
+176,960
113
$17.8M 0.28%
779,863
+181,874
114
$17.6M 0.28%
40,449
-1,586
115
$17.4M 0.28%
200,921
+25,025
116
$17.4M 0.28%
175,002
+53,517
117
$17.3M 0.28%
269,530
-259,448
118
$17M 0.27%
240,800
-41,120
119
$16.6M 0.26%
142,672
+4,075
120
$16.5M 0.26%
155,497
+48,557
121
$16.4M 0.26%
430,652
-16,835
122
$16.3M 0.26%
323,508
-469,588
123
$16M 0.26%
315,908
+6,295
124
$15.9M 0.25%
1,037,819
+6,753
125
$15.9M 0.25%
252,628
-3,990
3 4
5
6 7