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
$6.27B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$19M
3
+$17.1M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$14.3M
5
MCD icon
McDonald's
MCD
+$13.9M

Top Sells

1
+$38.3M
2
+$32.1M
3
+$26.9M
4
MSFT icon
Microsoft
MSFT
+$25.7M
5
HSIC icon
Henry Schein
HSIC
+$23.7M

Sector Composition

1 Technology 18.12%
2 Healthcare 16.03%
3 Industrials 14.27%
4 Financials 14.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.8M 0.2%
1,161,986
-1,218
152
$12.7M 0.2%
19,488
+678
153
$12.6M 0.2%
347,206
+25,756
154
$12.5M 0.2%
+230,948
155
$12.5M 0.2%
+554,814
156
$12.5M 0.2%
70,540
-60,541
157
$12.4M 0.2%
287,961
-44,533
158
$12.2M 0.19%
169,417
+3,827
159
$12M 0.19%
769,209
+18,105
160
$11.9M 0.19%
382,621
+48,587
161
$11.8M 0.19%
146,369
-2,100
162
$11.7M 0.19%
611,910
+3,144
163
$11.6M 0.18%
154,061
-1,355
164
$11.3M 0.18%
156,132
-9,797
165
$11.3M 0.18%
205,413
+729
166
$11.2M 0.18%
256,395
+6,063
167
$11M 0.18%
30,015
-6,421
168
$10.8M 0.17%
243,090
+9,706
169
$10.7M 0.17%
+631,615
170
$10.6M 0.17%
282,977
+8,965
171
$10.4M 0.17%
355,395
+36,928
172
$10.4M 0.17%
265,127
-35,028
173
$10.3M 0.16%
178,329
+16,531
174
$10.3M 0.16%
81,272
-6,100
175
$10.3M 0.16%
+448,233
5 6
7
8 9