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
$6.22B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$15.2M
3
+$12.7M
4
HUBB icon
Hubbell
HUBB
+$11.8M
5
NTRS icon
Northern Trust
NTRS
+$9.69M

Top Sells

1
+$33.4M
2
+$25.6M
3
+$21M
4
IPGP icon
IPG Photonics
IPGP
+$19.7M
5
COHR
Coherent Inc
COHR
+$15.9M

Sector Composition

1 Financials 18.81%
2 Healthcare 15.97%
3 Technology 14.53%
4 Industrials 12.87%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.1M 0.19%
530,013
-210,238
152
$12.1M 0.19%
103,471
-47,185
153
$12M 0.19%
131,118
+6,500
154
$11.8M 0.19%
299,597
-89,021
155
$11.7M 0.19%
182,105
+19,781
156
$11.5M 0.19%
69,500
+20,825
157
$11.5M 0.19%
92,383
+3,046
158
$11.5M 0.19%
192,544
+6,960
159
$11.4M 0.18%
78,793
-23,369
160
$11.2M 0.18%
709,363
-226,227
161
$11.1M 0.18%
282,450
162
$11.1M 0.18%
263,103
-268
163
$10.9M 0.18%
85,968
+2,858
164
$10.9M 0.17%
171,972
-50,579
165
$10.9M 0.17%
104,371
-30,714
166
$10.8M 0.17%
75,543
+2,299
167
$10.8M 0.17%
352,156
-188,120
168
$10.8M 0.17%
164,041
-7,454
169
$10.7M 0.17%
108,162
+3,058
170
$10.7M 0.17%
525,433
-163,950
171
$10.7M 0.17%
16,632
-5,397
172
$10.2M 0.16%
115,180
+3,196
173
$10M 0.16%
127,367
-7,520
174
$9.77M 0.16%
81,526
+2,111
175
$9.64M 0.15%
316,963
-94,411
5 6
7
8 9