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
$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
1
$363M 3.51%
2,967,926
-95,410
2
$362M 3.51%
1,535,887
+11,162
3
$264M 2.56%
2,555,840
+22,400
4
$171M 1.66%
619,011
-4,785
5
$154M 1.49%
1,010,999
+94,239
6
$151M 1.46%
711,203
+50,618
7
$140M 1.35%
396,947
+1,433
8
$124M 1.21%
936,436
-26,259
9
$121M 1.17%
2,073,898
+60,208
10
$110M 1.06%
386,945
+19,825
11
$110M 1.06%
583,325
-107,789
12
$110M 1.06%
587,790
+51,382
13
$106M 1.03%
620,015
+84,021
14
$105M 1.02%
282,330
+5,922
15
$105M 1.01%
1,931,666
+11,185
16
$104M 1.01%
634,384
+501
17
$104M 1%
470,078
-588
18
$101M 0.98%
415,496
+5,750
19
$99.1M 0.96%
699,627
+11,793
20
$92.7M 0.9%
390,589
-1,767
21
$92M 0.89%
1,311,325
-10,777
22
$91.8M 0.89%
1,659,254
+366,435
23
$89.1M 0.86%
543,118
+33,488
24
$88.4M 0.86%
799,806
+155,620
25
$88M 0.85%
517,972
+21,292
1
2 3 4 5