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
176
$9.11M 0.15%
117,042
+5,156
177
$8.99M 0.14%
244,840
-69,174
178
$8.87M 0.14%
108,805
+15,006
179
$8.84M 0.14%
15,495
+33
180
$8.74M 0.14%
66,134
-19,432
181
$8.73M 0.14%
162,360
+39,392
182
$8.71M 0.14%
+71,556
183
$8.55M 0.14%
116,253
+11,431
184
$8.54M 0.14%
396,614
+11,876
185
$8.5M 0.14%
224,937
-69,473
186
$8.28M 0.13%
548,249
-426,235
187
$8.2M 0.13%
32,216
+1,281
188
$8.2M 0.13%
+150,269
189
$8.19M 0.13%
293,657
+13,981
190
$8.03M 0.13%
114,258
-65,912
191
$7.89M 0.13%
139,768
+4,811
192
$7.77M 0.12%
68,744
+2,075
193
$7.76M 0.12%
383,641
+33,857
194
$7.65M 0.12%
148,420
-44,665
195
$7.64M 0.12%
75,395
-1,829
196
$7.56M 0.12%
+100,556
197
$7.51M 0.12%
224,616
+2,929
198
$7.41M 0.12%
154,629
-47,222
199
$7.29M 0.12%
45,017
-50
200
$7.21M 0.12%
+167,949
6 7
8
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