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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.88M 0.07%
86,473
227
$3.71M 0.07%
69,072
+2,460
228
$3.71M 0.07%
82,912
-3,573
229
$3.65M 0.07%
88,232
-736
230
$3.58M 0.07%
135,084
+90,359
231
$3.58M 0.07%
137,820
-513,405
232
$3.54M 0.07%
59,208
-76,678
233
$3.47M 0.06%
45,014
-1,590
234
$3.45M 0.06%
69,200
+5,850
235
$3.36M 0.06%
56,002
+1,598
236
$3.35M 0.06%
26,269
-1,539
237
$3.33M 0.06%
62,175
+3,300
238
$3.18M 0.06%
37,849
-48
239
$3.02M 0.06%
178,500
-43,125
240
$2.95M 0.05%
+55,067
241
$2.87M 0.05%
93,836
-3,628
242
$2.85M 0.05%
48,220
-2,545
243
$2.69M 0.05%
44,631
-50
244
$2.68M 0.05%
39,750
+1,575
245
$2.6M 0.05%
146,575
-32,180
246
$2.59M 0.05%
49,193
-7,650
247
$2.52M 0.05%
31,875
248
$2.49M 0.05%
47,160
+2,800
249
$2.47M 0.05%
47,080
-1,775
250
$2.43M 0.05%
18,388
+3,222
8 9
10
11 12