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
176
$17M 0.16%
425,930
-272,589
177
$16.7M 0.16%
26,000
-340
178
$16.6M 0.16%
321,976
-2,687
179
$16.4M 0.16%
205,267
-252
180
$16.4M 0.16%
195,709
-19,445
181
$16M 0.15%
587,393
+20,288
182
$15.8M 0.15%
104,126
+49,725
183
$15.8M 0.15%
150,438
+1,973
184
$15.7M 0.15%
189,692
-1,436
185
$15.6M 0.15%
201,687
+74,736
186
$15.5M 0.15%
339,518
-1,815
187
$15.5M 0.15%
206,941
-28,837
188
$15.4M 0.15%
70,874
-7,288
189
$15.3M 0.15%
375,070
-3,097
190
$15.1M 0.15%
168,221
-1,646
191
$15M 0.14%
324,175
-3,263
192
$14.9M 0.14%
74,652
-2,880
193
$14.2M 0.14%
310,500
-3,191
194
$13.9M 0.13%
145,357
+23,282
195
$13.6M 0.13%
285,655
-2,043
196
$13.5M 0.13%
138,050
-2,745
197
$13.4M 0.13%
256,943
+31,196
198
$12.9M 0.13%
202,918
-272,027
199
$12.6M 0.12%
76,892
-11,500
200
$12.5M 0.12%
184,530
+21,180
6 7
8
9 10