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
126
$33.2M 0.29%
139,585
-823
127
$32.5M 0.29%
459,873
+240,419
128
$32.5M 0.29%
262,052
-2,099
129
$32.2M 0.29%
853,841
+16,143
130
$32.2M 0.29%
234,238
-253
131
$31.7M 0.28%
279,345
-2,762
132
$31.4M 0.28%
185,757
+43,661
133
$31.2M 0.28%
138,798
+6,543
134
$31.2M 0.28%
347,069
-8,380
135
$30.9M 0.27%
843,772
-11,532
136
$30.4M 0.27%
135,376
+2,656
137
$30.3M 0.27%
433,316
+8,255
138
$30.2M 0.27%
181,331
-2,228
139
$30.1M 0.27%
492,303
-3,927
140
$29.9M 0.26%
392,087
-4,410
141
$29.8M 0.26%
294,329
+5,324
142
$29.2M 0.26%
1,656,039
+33,281
143
$29.1M 0.26%
718,765
-189,770
144
$29M 0.26%
493,052
+104,715
145
$29M 0.26%
1,172,469
+9,009
146
$28.4M 0.25%
39,088
-30
147
$28M 0.25%
350,363
+15,263
148
$27.5M 0.24%
456,245
-6,029
149
$27.1M 0.24%
653,968
+13,727
150
$27M 0.24%
354,296
+6,876
4 5
6
7 8