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
176
$17.9M 0.16%
604,332
+7,690
177
$17.7M 0.16%
203,269
+44,807
178
$17.4M 0.15%
+130,317
179
$17.2M 0.15%
364,016
+6,382
180
$17.1M 0.15%
72,618
+1,394
181
$16.7M 0.15%
316,035
+5,392
182
$16.3M 0.14%
284,176
+5,697
183
$16.2M 0.14%
206,527
-3,398
184
$16.1M 0.14%
165,120
+18,085
185
$15.7M 0.14%
156,166
-1,414
186
$15.5M 0.14%
199,965
+2,118
187
$15.5M 0.14%
217,014
+5,219
188
$15.2M 0.13%
187,382
+3,187
189
$15M 0.13%
133,200
-1,550
190
$14.8M 0.13%
87,752
-149,539
191
$14.5M 0.13%
199,159
-12,129
192
$14.1M 0.13%
330,239
+5,898
193
$13.6M 0.12%
166,049
+2,688
194
$13.2M 0.12%
215,708
-5,599
195
$12.8M 0.11%
66,097
+3,268
196
$12.6M 0.11%
309,450
+2,775
197
$12.3M 0.11%
139,781
-58,618
198
$12.3M 0.11%
63,552
-165
199
$12.2M 0.11%
225,447
-52,844
200
$12.2M 0.11%
243,062
+24,771
6 7
8
9 10