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
201
$12.4M 0.12%
96,040
+3,465
202
$12.2M 0.12%
136,510
-39,000
203
$12.1M 0.12%
168,606
-213,901
204
$11M 0.11%
43,480
-65,721
205
$10.9M 0.11%
177,466
+101,995
206
$10.8M 0.1%
119,411
-10,675
207
$10.4M 0.1%
92,662
+290
208
$10.2M 0.1%
121,918
-851
209
$9.98M 0.1%
208,612
-1,070
210
$9.94M 0.1%
215,116
-2,064
211
$8.72M 0.08%
68,600
-4,212
212
$8.7M 0.08%
37,695
+25
213
$7.96M 0.08%
96,250
-1,550
214
$7.69M 0.07%
60,235
-4,365
215
$7.69M 0.07%
116,218
+25,453
216
$7.55M 0.07%
96,620
-10
217
$7.31M 0.07%
46,422
+2,611
218
$7.17M 0.07%
46,320
-2,060
219
$7.1M 0.07%
28,645
+145
220
$6.7M 0.06%
18,401
+653
221
$6.63M 0.06%
55,353
-375
222
$6.61M 0.06%
35,830
+3,700
223
$6.35M 0.06%
187,650
-9,525
224
$6.29M 0.06%
18,529
+1,980
225
$6.04M 0.06%
38,877
-212
7 8
9
10 11