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
101
$37.6M 0.36%
79,126
+72,039
102
$37M 0.36%
273,216
-145,852
103
$36.9M 0.36%
26,282
+3,874
104
$36.1M 0.35%
285,172
+59,976
105
$35.3M 0.34%
1,032,510
-1,380
106
$34.8M 0.34%
166,634
+17,200
107
$34.7M 0.34%
322,206
+38,892
108
$34.5M 0.33%
133,099
+2,570
109
$34.4M 0.33%
144,631
-1,042
110
$33.7M 0.33%
131,765
-10,477
111
$33.6M 0.33%
889,053
+47,614
112
$33.6M 0.33%
365,647
+42,178
113
$33.4M 0.32%
1,239,020
+82,276
114
$32.8M 0.32%
484,704
+57,942
115
$32.5M 0.32%
774,322
-7,894
116
$31.8M 0.31%
267,447
-2,913
117
$31.6M 0.31%
82,612
+7,598
118
$31.6M 0.31%
704,626
-5,776
119
$31.4M 0.3%
513,066
+294,096
120
$31.1M 0.3%
1,063,746
+175,450
121
$30.8M 0.3%
500,223
-5,937
122
$30.5M 0.3%
+135,168
123
$30.3M 0.29%
388,767
-4,173
124
$30.2M 0.29%
853,370
+98,875
125
$29.8M 0.29%
886,685
+298,295
3 4
5
6 7