BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
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
+$60.8M
2
+$26.5M
3
+$21.6M
4
IEX icon
IDEX
IEX
+$17M
5
UMBF icon
UMB Financial
UMBF
+$16.4M

Top Sells

1
+$37.4M
2
+$32.6M
3
+$26.3M
4
BRO icon
Brown & Brown
BRO
+$24.5M
5
ENSG icon
The Ensign Group
ENSG
+$24.2M

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
176
$16.4M 0.16%
352,232
+11,475
177
$16M 0.16%
61,095
+2,465
178
$16M 0.16%
649,971
+20,598
179
$15.6M 0.16%
336,533
+10,445
180
$14.5M 0.14%
199,369
+6,080
181
$14.3M 0.14%
201,798
-120
182
$14.2M 0.14%
125,295
+16,310
183
$14.1M 0.14%
104,228
-14,605
184
$14M 0.14%
61,309
-1,168
185
$13.9M 0.14%
662,905
+62,195
186
$13.9M 0.14%
143,754
+4,223
187
$12.8M 0.13%
155,352
-10,940
188
$12.5M 0.12%
111,204
-1,255
189
$12.3M 0.12%
261,240
-1,950
190
$11.9M 0.12%
154,948
+6,275
191
$11.7M 0.12%
308,769
+2,658
192
$11.1M 0.11%
74,658
+496
193
$10.9M 0.11%
114,778
+8,825
194
$10.7M 0.11%
220,945
+68,295
195
$10.5M 0.1%
61,831
-100
196
$9.71M 0.1%
32,003
-715
197
$9.57M 0.09%
85,402
+885
198
$9.29M 0.09%
218,041
+6,727
199
$9.18M 0.09%
52,037
-14,061
200
$9.11M 0.09%
249,719
-16,360
6 7
8
9 10