BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.2B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$36.7M
3
+$33.3M
4
JLL icon
Jones Lang LaSalle
JLL
+$32.5M
5
NTRS icon
Northern Trust
NTRS
+$30.7M

Top Sells

1
+$22.2M
2
+$19.9M
3
+$17.7M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
LECO icon
Lincoln Electric
LECO
+$15.6M

Sector Composition

1 Technology 21.92%
2 Healthcare 16.83%
3 Industrials 15.22%
4 Financials 13.45%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35.1M 0.29%
+954,748
127
$35M 0.29%
660,951
+41,988
128
$34.8M 0.29%
281,865
+8,241
129
$34.7M 0.28%
601,808
+17,871
130
$34.6M 0.28%
234,166
-37,450
131
$33.8M 0.28%
207,268
+6,837
132
$33.1M 0.27%
528,462
+33,806
133
$32.5M 0.27%
194,245
+13,159
134
$31.7M 0.26%
311,567
+21,159
135
$31.4M 0.26%
703,951
+263,299
136
$31.1M 0.26%
262,290
+17,239
137
$31.1M 0.26%
155,784
-71,242
138
$31M 0.25%
188,543
-50,465
139
$30.2M 0.25%
361,288
+23,342
140
$29.7M 0.24%
279,969
+7,967
141
$29.7M 0.24%
191,584
+5,079
142
$29.5M 0.24%
86,615
+218
143
$29.3M 0.24%
886,449
-265,836
144
$29.2M 0.24%
908,425
+23,689
145
$28.7M 0.24%
246,991
+16,349
146
$28.3M 0.23%
+288,346
147
$27.9M 0.23%
309,905
+20,702
148
$27.2M 0.22%
228,586
-31,312
149
$27M 0.22%
92,720
+2,854
150
$26.9M 0.22%
552,236
+7,685
4 5
6
7 8