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
$10.1B
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
126
$29.2M 0.29%
144,912
+53,911
127
$28.9M 0.29%
396,482
+166,585
128
$28.7M 0.28%
233,645
-1,617
129
$28.3M 0.28%
343,394
+3,257
130
$28.3M 0.28%
140,364
-432
131
$28.1M 0.28%
376,569
+11,864
132
$28M 0.28%
567,594
+18,153
133
$27.9M 0.28%
383,647
+11,168
134
$27.9M 0.28%
402,257
+12,695
135
$27.8M 0.28%
192,131
-1,380
136
$27.6M 0.27%
467,766
-3,018
137
$27.5M 0.27%
124,948
-1,320
138
$27.1M 0.27%
2,011,142
+17,614
139
$27M 0.27%
435,999
+4,567
140
$26.8M 0.27%
535,021
+182,323
141
$26.1M 0.26%
172,670
+5,603
142
$25.4M 0.25%
993,457
-6,946
143
$25.3M 0.25%
282,486
-275
144
$25.2M 0.25%
684,126
-19,942
145
$24.6M 0.24%
106,785
-83,426
146
$24.6M 0.24%
89,268
-6,706
147
$23.9M 0.24%
265,208
+7,767
148
$23.9M 0.24%
98,438
-25,982
149
$23.9M 0.24%
276,601
-439
150
$23.9M 0.24%
438,516
+377,917
4 5
6
7 8