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
$10.1B
AUM Growth
-$488M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.6M
3
+$20.6M
4
IEX icon
IDEX
IEX
+$16.9M
5
UMBF icon
UMB Financial
UMBF
+$15.3M

Top Sells

1
+$33.1M
2
+$29.3M
3
+$23.6M
4
ENSG icon
The Ensign Group
ENSG
+$23.2M
5
CHD icon
Church & Dwight Co
CHD
+$21.8M

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
201
$8.95M 0.09%
48,580
+2,305
202
$8.65M 0.09%
121,317
-250
203
$8.61M 0.09%
117,536
+4,981
204
$8.13M 0.08%
71,665
-25
205
$8.06M 0.08%
35,740
+1,205
206
$8.03M 0.08%
224,976
+7,072
207
$7.68M 0.08%
23,409
-1,091
208
$7.64M 0.08%
19,050
-70
209
$7.27M 0.07%
167,435
-4,301
210
$6.71M 0.07%
237,840
-1,280
211
$6.66M 0.07%
201,000
+10,000
212
$6.32M 0.06%
101,749
-2,078
213
$6.2M 0.06%
240,400
+5,855
214
$6.19M 0.06%
44,180
+4,005
215
$6.1M 0.06%
35,795
-1,986
216
$6.04M 0.06%
67,090
+315
217
$6.01M 0.06%
27,940
+190
218
$5.9M 0.06%
63,832
-85,917
219
$5.88M 0.06%
47,900
+4,755
220
$5.49M 0.05%
163,946
+1,090
221
$5.3M 0.05%
23,919
+125
222
$5.29M 0.05%
34,163
+3,360
223
$5.26M 0.05%
87,023
-389,798
224
$5.22M 0.05%
53,968
-710
225
$5.04M 0.05%
86,665
-540
7 8
9
10 11