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
$11.3B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$37.2M
3
+$21.9M
4
ICUI icon
ICU Medical
ICUI
+$20.3M
5
DCI icon
Donaldson
DCI
+$20.2M

Top Sells

1
+$138M
2
+$49M
3
+$25.3M
4
HSY icon
Hershey
HSY
+$22.9M
5
JWN
Nordstrom
JWN
+$21.8M

Sector Composition

1 Technology 19.94%
2 Financials 17.19%
3 Healthcare 15.28%
4 Industrials 13.53%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26.8M 0.24%
395,022
+7,933
152
$26.1M 0.23%
230,390
+55,881
153
$25.8M 0.23%
362,434
+6,695
154
$25M 0.22%
198,554
-2,779
155
$24.7M 0.22%
142,637
+2,710
156
$24.3M 0.22%
88,991
-1,770
157
$24.2M 0.21%
274,609
-43,396
158
$24.1M 0.21%
318,693
-5,463
159
$24M 0.21%
200,303
-108,381
160
$23.8M 0.21%
198,098
+3,774
161
$23.3M 0.21%
147,218
-1,655
162
$22.9M 0.2%
601,871
+12,481
163
$22.7M 0.2%
32,587
+7,935
164
$22.2M 0.2%
131,087
-135,205
165
$21.6M 0.19%
194,798
+4,317
166
$21.4M 0.19%
189,328
+819
167
$21.1M 0.19%
282,059
+91,102
168
$20.9M 0.19%
1,061,845
+311,494
169
$20.8M 0.18%
250,195
+3,211
170
$20.3M 0.18%
402,832
+7,896
171
$20M 0.18%
74,116
+665
172
$19.4M 0.17%
257,201
-41,036
173
$19.1M 0.17%
448,918
-373,500
174
$18.5M 0.16%
113,058
-1,170
175
$18.1M 0.16%
614,982
+12,882
5 6
7
8 9