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
201
$11.8M 0.1%
190,580
+3,700
202
$11.6M 0.1%
54,787
-667
203
$11.5M 0.1%
174,290
-228
204
$11.4M 0.1%
45,430
+5,795
205
$11.3M 0.1%
160,338
-14,540
206
$11.1M 0.1%
118,202
-188
207
$10.7M 0.1%
68,107
-440
208
$10.3M 0.09%
34,455
+1,605
209
$10.3M 0.09%
133,575
+39,275
210
$10.3M 0.09%
90,847
-1,075
211
$10.1M 0.09%
125,210
-100
212
$9.86M 0.09%
205,726
+3,399
213
$9.82M 0.09%
96,799
-55,157
214
$9.48M 0.08%
42,770
+1,325
215
$9.04M 0.08%
155,668
-4,300
216
$8.24M 0.07%
62,195
+2,430
217
$8.2M 0.07%
212,250
+3,567
218
$8.1M 0.07%
57,023
+12
219
$7.77M 0.07%
19,700
220
$6.88M 0.06%
34,334
-190
221
$6.79M 0.06%
57,480
+2,078
222
$6.58M 0.06%
27,226
+99
223
$6.57M 0.06%
109,765
+8,651
224
$6.49M 0.06%
76,486
+9,675
225
$6.24M 0.06%
18,329
+480
7 8
9
10 11