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
$6.27B
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
126
$15.5M 0.25%
145,464
+262
127
$15.4M 0.25%
114,991
-13,200
128
$15.4M 0.25%
406,821
+83,246
129
$15.1M 0.24%
11,252
-2,375
130
$15M 0.24%
344,451
+12,232
131
$14.9M 0.24%
278,194
+67,285
132
$14.9M 0.24%
149,796
-138
133
$14.5M 0.23%
443,194
+17,534
134
$14.4M 0.23%
794,586
+127,449
135
$14.3M 0.23%
415,031
-2,137
136
$14.3M 0.23%
129,045
+2,232
137
$14.3M 0.23%
467,432
-83,124
138
$14.2M 0.23%
386,718
+10,563
139
$14.1M 0.22%
224,031
-23,304
140
$14.1M 0.22%
157,054
-3,045
141
$13.9M 0.22%
126,125
-2,281
142
$13.8M 0.22%
1,330,510
+32,320
143
$13.5M 0.22%
818,625
+5,730
144
$13.4M 0.21%
132,732
-2,129
145
$13.4M 0.21%
370,018
-96,061
146
$13.3M 0.21%
648,633
+36,450
147
$13.2M 0.21%
104,357
-42,185
148
$13.1M 0.21%
15,456
-216
149
$12.9M 0.21%
645,403
+26,595
150
$12.9M 0.2%
93,049
+5,936
4 5
6
7 8