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
101
$40.5M 0.36%
558,908
-8,604
102
$39.9M 0.35%
120,333
+3,477
103
$38.7M 0.34%
409,045
+3,863
104
$38.6M 0.34%
609,585
-15,183
105
$38M 0.34%
489,171
-6,579
106
$37.7M 0.33%
239,011
+4,618
107
$37.5M 0.33%
490,035
+9,821
108
$37.5M 0.33%
262,103
-7,434
109
$37M 0.33%
173,854
-20,877
110
$36.9M 0.33%
691,657
-24,283
111
$36.7M 0.33%
321,561
-8,975
112
$36.4M 0.32%
1,479,930
+30,145
113
$36.1M 0.32%
215,828
+34,569
114
$35.7M 0.32%
243,138
-19,786
115
$35.6M 0.32%
401,588
-12,104
116
$35M 0.31%
912,976
+18,260
117
$34.6M 0.31%
174,242
-2,365
118
$34.6M 0.31%
380,112
+7,448
119
$34.5M 0.31%
83,622
-2,059
120
$34.4M 0.31%
455,987
+8,860
121
$34.2M 0.3%
617,515
+125,412
122
$34.1M 0.3%
317,876
-6,093
123
$33.6M 0.3%
866,159
+18,708
124
$33.4M 0.3%
692,781
+13,658
125
$33.2M 0.29%
237,806
-17,322
3 4
5
6 7