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
$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
126
$29.6M 0.29%
875,042
-7,362
127
$29.3M 0.28%
142,666
+17,110
128
$28.4M 0.27%
244,361
-2,363
129
$28.1M 0.27%
729,341
-876
130
$28M 0.27%
300,970
-1,262
131
$27.9M 0.27%
113,184
+1,323
132
$27.8M 0.27%
206,745
+3,405
133
$27.7M 0.27%
351,254
-2,043
134
$27.5M 0.27%
1,558,925
+704,856
135
$27.2M 0.26%
1,508,650
-16,635
136
$27.1M 0.26%
664,241
+157,648
137
$27M 0.26%
357,989
+3,885
138
$26.3M 0.26%
171,974
+44,428
139
$26.1M 0.25%
203,700
+30,629
140
$26.1M 0.25%
131,325
+47,293
141
$26M 0.25%
167,831
+1,700
142
$25.6M 0.25%
369,055
+138,354
143
$25.5M 0.25%
120,824
-14,701
144
$25.5M 0.25%
401,271
-3,313
145
$25.4M 0.25%
367,559
-3,644
146
$25.4M 0.25%
229,055
-26,117
147
$24.2M 0.23%
39,141
-23
148
$23.8M 0.23%
144,192
+142,017
149
$23.6M 0.23%
239,236
+26,495
150
$23.4M 0.23%
321,912
+45,435
4 5
6
7 8