BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
1
$243M 3.87%
1,539,831
-162,715
2
$210M 3.35%
3,309,476
-602,184
3
$150M 2.39%
2,580,920
-241,660
4
$116M 1.84%
405,408
-60,517
5
$104M 1.66%
647,347
-52,226
6
$104M 1.65%
635,379
-33,077
7
$95.3M 1.52%
697,586
+6,120
8
$91.2M 1.45%
406,977
-76,007
9
$85.1M 1.36%
1,028,668
-82,628
10
$83.9M 1.34%
639,519
-34,758
11
$83.2M 1.33%
924,002
-236,748
12
$77.6M 1.24%
2,009,142
-38,599
13
$77M 1.23%
984,051
-45,590
14
$71.8M 1.14%
288,040
-46,140
15
$71.4M 1.14%
506,252
-37,601
16
$69.7M 1.11%
580,081
-19,597
17
$68.8M 1.1%
691,194
-26,103
18
$68.7M 1.09%
412,492
+20,594
19
$67.2M 1.07%
1,954,421
-86,981
20
$67M 1.07%
1,385,442
-101,601
21
$64.6M 1.03%
742,860
-30,727
22
$64.3M 1.02%
452,503
-56,099
23
$62.2M 0.99%
542,066
-12,561
24
$58.6M 0.93%
513,573
-48,458
25
$55.8M 0.89%
848,879
+13,575
1
2 3 4 5