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
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$36.9M
3
+$27.5M
4
WTRG icon
Essential Utilities
WTRG
+$26.1M
5
HALO icon
Halozyme
HALO
+$19.4M

Top Sells

1
+$43.2M
2
+$35.4M
3
+$31M
4
SLB icon
SLB Ltd
SLB
+$30.8M
5
JPM icon
JPMorgan Chase
JPM
+$27.7M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.5M 0.12%
79,849
-10
177
$16.2M 0.12%
35,729
-73
178
$16.1M 0.12%
46,786
-18,293
179
$15.4M 0.11%
436,995
-43,000
180
$14.8M 0.11%
729,760
+9,468
181
$14M 0.1%
90,025
-5,922
182
$13.8M 0.1%
149,703
183
$13.4M 0.1%
222,770
-25,605
184
$13.3M 0.1%
42,710
-890
185
$13.3M 0.1%
41,272
+7,468
186
$12.5M 0.09%
32,862
-5,001
187
$12.3M 0.09%
214,481
-6,109
188
$12.1M 0.09%
91,137
-105,850
189
$11.5M 0.09%
46,068
-578
190
$11.4M 0.08%
68,535
+1,485
191
$11.4M 0.08%
+81,040
192
$11.3M 0.08%
+24,242
193
$11M 0.08%
100,302
+15
194
$11M 0.08%
267,319
-6,618
195
$10.9M 0.08%
138,660
-3,705
196
$10.9M 0.08%
249,059
+75,125
197
$10.6M 0.08%
75,785
-40,820
198
$9.85M 0.07%
25,517
+510
199
$9.83M 0.07%
44,794
+880
200
$9.14M 0.07%
116,546
+645
6 7
8
9 10