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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.1M 0.24%
396,157
-77,084
127
$14.9M 0.24%
306,122
-35,239
128
$14.9M 0.24%
188,685
-3,157
129
$14.8M 0.24%
202,308
-203,740
130
$14.5M 0.23%
218,347
-4,540
131
$14.4M 0.23%
197,249
-50
132
$14.2M 0.23%
484,032
-8,532
133
$13.9M 0.22%
727,150
-364,160
134
$13.9M 0.22%
418,690
-121,212
135
$13.9M 0.22%
44,478
-9,302
136
$13.9M 0.22%
292,377
-54,477
137
$13.5M 0.22%
276,734
+1,810
138
$13.4M 0.22%
116,041
-29,292
139
$13.3M 0.21%
1,196,275
-363,010
140
$13.2M 0.21%
140,042
-42,066
141
$12.9M 0.21%
261,992
-79,257
142
$12.9M 0.21%
332,163
-55,520
143
$12.7M 0.2%
217,195
+9,169
144
$12.7M 0.2%
+303,868
145
$12.6M 0.2%
378,883
-115,712
146
$12.5M 0.2%
273,465
-38,229
147
$12.4M 0.2%
238,148
-70,113
148
$12.3M 0.2%
91,422
+2,846
149
$12.3M 0.2%
101,611
-120,149
150
$12.2M 0.2%
254,324
+11,939
4 5
6
7 8