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
201
$7.25M 0.12%
127,388
+1,166
202
$6.93M 0.11%
22,226
+315
203
$6.68M 0.11%
138,707
+38
204
$6.64M 0.11%
+178,069
205
$6.58M 0.1%
231,792
+8,072
206
$5.88M 0.09%
187,069
+4,562
207
$5.73M 0.09%
41,219
-125
208
$5.4M 0.09%
145,246
-2,416
209
$5.37M 0.09%
44,900
-805
210
$5.3M 0.08%
193,157
+6,171
211
$5.25M 0.08%
74,910
-250
212
$5.25M 0.08%
57,950
+37,803
213
$5.24M 0.08%
53,369
+309
214
$5.22M 0.08%
259,965
+17,250
215
$5.16M 0.08%
72,007
+1,600
216
$5.1M 0.08%
+143,649
217
$5.04M 0.08%
57,841
-2,141
218
$4.72M 0.08%
98,783
-477
219
$4.72M 0.08%
59,651
+836
220
$4.68M 0.07%
97,815
-5,825
221
$4.65M 0.07%
40,624
-9,922
222
$4.65M 0.07%
96,198
+232
223
$4.58M 0.07%
63,595
-10,305
224
$4.54M 0.07%
127,161
-332,938
225
$4.47M 0.07%
32,587
+650
7 8
9
10 11