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
176
$10.3M 0.16%
312,639
-4,866
177
$10.2M 0.16%
136,701
+4,319
178
$10.1M 0.16%
624,541
-8,474
179
$10.1M 0.16%
197,039
-1,038
180
$9.97M 0.16%
125,862
-600
181
$9.9M 0.16%
63,782
-17,439
182
$9.73M 0.16%
148,013
+3,519
183
$9.43M 0.15%
326,319
+106,501
184
$9.33M 0.15%
61,770
-689
185
$9.24M 0.15%
358,900
+344
186
$9.2M 0.15%
133,320
+13,300
187
$9.13M 0.15%
315,478
-3,079
188
$9.12M 0.15%
144,954
+3,425
189
$9.08M 0.14%
190,497
-20,231
190
$8.94M 0.14%
135,031
+36,992
191
$8.94M 0.14%
+170,789
192
$8.82M 0.14%
280,915
+8,759
193
$8.76M 0.14%
87,157
+455
194
$8.58M 0.14%
133,335
+3,816
195
$8.36M 0.13%
228,631
+7,629
196
$8.25M 0.13%
254,316
+6,662
197
$8.14M 0.13%
150,385
-3,299
198
$8.1M 0.13%
327,498
-46,259
199
$8.09M 0.13%
194,102
-1,130
200
$7.52M 0.12%
309,380
+7,032
6 7
8
9 10