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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.5M 0.07%
95,863
-1,200
227
$4.37M 0.07%
+99,478
228
$4.28M 0.06%
54,577
+1,300
229
$4.06M 0.06%
65,909
+1,100
230
$4.04M 0.06%
79,789
+223
231
$4.01M 0.06%
29,272
-3,060
232
$3.91M 0.06%
54,815
+16,975
233
$3.85M 0.06%
53,077
-1,562
234
$3.67M 0.06%
136,158
-1,383
235
$3.64M 0.06%
34,409
+669
236
$3.63M 0.06%
34,565
+800
237
$3.6M 0.05%
46,600
+420
238
$3.57M 0.05%
96,982
+40,034
239
$3.48M 0.05%
37,560
+250
240
$3.48M 0.05%
19,543
+307
241
$3.48M 0.05%
103,221
+4,364
242
$3.42M 0.05%
53,665
-4,545
243
$3.29M 0.05%
86,330
-4,550
244
$3.21M 0.05%
33,516
-300
245
$3.19M 0.05%
11,361
+750
246
$3.17M 0.05%
76,009
-4,750
247
$3.15M 0.05%
21,478
-2,214
248
$3.12M 0.05%
52,042
+2,600
249
$3.08M 0.05%
79,867
+6,285
250
$3.06M 0.05%
129,500
+1,200
8 9
10
11 12