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
101
$36.2M 0.36%
442,921
+80,527
102
$36.1M 0.36%
239,935
+8,736
103
$35.9M 0.36%
546,053
-2,092
104
$34.8M 0.35%
1,358,319
+47,281
105
$34.1M 0.34%
738,120
+22,917
106
$33.9M 0.34%
1,092,113
+352,083
107
$32.1M 0.32%
148,771
+1,646
108
$32.1M 0.32%
591,482
+16,155
109
$32.1M 0.32%
213,418
-34,243
110
$32M 0.32%
116,202
-23,343
111
$31.8M 0.32%
550,624
-43,696
112
$31.7M 0.31%
118,069
+3,538
113
$31.6M 0.31%
173,341
-357
114
$30.7M 0.3%
194,923
+37,540
115
$30.6M 0.3%
182,186
+5,059
116
$30.5M 0.3%
241,380
+6,839
117
$30.4M 0.3%
626,164
+22,650
118
$30.2M 0.3%
326,644
+10,187
119
$30.1M 0.3%
268,263
+5,456
120
$30M 0.3%
1,221,465
+38,520
121
$29.8M 0.3%
247,831
-34,429
122
$29.8M 0.3%
146,375
-330
123
$29.6M 0.29%
235,715
+7,696
124
$29.5M 0.29%
483,796
-37,775
125
$29.5M 0.29%
218,379
-7,420
3 4
5
6 7