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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

Sector Composition

1 Technology 19.09%
2 Healthcare 16.43%
3 Financials 16.32%
4 Industrials 15.03%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23.7M 0.24%
233,156
-96,244
152
$23.4M 0.23%
87,795
+235
153
$23.2M 0.23%
303,614
-2,031
154
$23M 0.23%
238,690
-1,418
155
$22.8M 0.23%
835,930
+98,266
156
$22.8M 0.23%
234,015
+7,534
157
$22.6M 0.22%
262,217
-10,675
158
$22.2M 0.22%
275,835
-7,093
159
$22M 0.22%
543,536
+136,772
160
$21.9M 0.22%
266,310
+8,308
161
$21.7M 0.22%
151,268
+7,455
162
$21.3M 0.21%
208,703
+6,744
163
$21.2M 0.21%
274,546
-91,592
164
$20.8M 0.21%
257,077
-362,740
165
$19.7M 0.2%
100,273
-840
166
$19.5M 0.19%
299,087
-2,076
167
$19M 0.19%
265,784
-305,243
168
$18.8M 0.19%
267,473
+4,060
169
$18.7M 0.19%
162,324
+4,309
170
$17.9M 0.18%
386,130
+12,208
171
$17.5M 0.17%
30,962
-12,721
172
$17.4M 0.17%
212,241
+2,282
173
$17.2M 0.17%
134,375
-219
174
$16.9M 0.17%
422,182
-3,287
175
$16.9M 0.17%
+84,325
5 6
7
8 9