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
$10.3B
AUM Growth
+$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$34.2M
3
+$30.5M
4
CHE icon
Chemed
CHE
+$28.1M
5
IDA icon
Idacorp
IDA
+$24M

Top Sells

1
+$55.4M
2
+$43.4M
3
+$40.5M
4
MORN icon
Morningstar
MORN
+$28.9M
5
ADP icon
Automatic Data Processing
ADP
+$20.3M

Sector Composition

1 Technology 19.12%
2 Financials 16.07%
3 Healthcare 15.7%
4 Industrials 14.53%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23.3M 0.23%
614,095
-3,202
152
$23.1M 0.22%
319,049
+81,735
153
$22.8M 0.22%
256,277
-107,523
154
$22.4M 0.22%
284,642
-235,110
155
$22M 0.21%
75,782
+10,839
156
$21.8M 0.21%
529,849
-55,359
157
$21.8M 0.21%
231,743
+83,367
158
$21.3M 0.21%
304,309
+92,617
159
$21.3M 0.21%
380,850
-2,646
160
$21.2M 0.21%
415,621
+76,879
161
$21.1M 0.2%
251,152
-2,439
162
$21M 0.2%
460,426
+118,473
163
$21M 0.2%
970,502
+142,803
164
$20.9M 0.2%
183,301
+62,570
165
$20.5M 0.2%
259,925
-96,430
166
$19.7M 0.19%
328,531
-65,920
167
$18.9M 0.18%
287,279
-1,735
168
$18.8M 0.18%
215,620
-37,935
169
$18.8M 0.18%
+179,509
170
$18.5M 0.18%
187,426
-54,366
171
$18.4M 0.18%
196,286
-2,043
172
$18.3M 0.18%
770,565
+360,721
173
$18.2M 0.18%
312,734
-746,215
174
$17.2M 0.17%
563,129
+147,075
175
$17M 0.16%
620,757
-2,293
5 6
7
8 9