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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT icon
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.14M 0.03%
46,741
+9,205
227
$2.07M 0.03%
19,601
-72
228
$2.04M 0.03%
30,900
+1,574
229
$1.89M 0.03%
48,552
+13,272
230
$1.86M 0.03%
50,450
+5,089
231
$1.83M 0.03%
40,825
+7,225
232
$1.82M 0.03%
21,382
+1,800
233
$1.81M 0.03%
68,285
-8,790
234
$1.81M 0.03%
31,175
+4,525
235
$1.74M 0.03%
13,892
+397
236
$1.61M 0.02%
32,346
-416
237
$1.57M 0.02%
23,800
-200
238
$1.55M 0.02%
19,175
+3,100
239
$1.54M 0.02%
17,550
+5,025
240
$1.54M 0.02%
29,786
+4,600
241
$1.5M 0.02%
52,900
+10,300
242
$1.48M 0.02%
34,760
+8,000
243
$1.44M 0.02%
40,500
244
$1.36M 0.02%
27,088
-1,814
245
$1.35M 0.02%
26,256
-200
246
$1.34M 0.02%
16,988
-150
247
$1.28M 0.02%
15,132
+2,735
248
$1.25M 0.02%
20,674
-3,950
249
$1.23M 0.02%
17,100
+3,575
250
$1.12M 0.02%
29,007
-150
8 9
10
11 12