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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.83M 0.07%
111,247
+14,265
227
$4.55M 0.07%
54,457
-1,400
228
$4.52M 0.07%
97,636
-1,842
229
$4.49M 0.07%
62,235
+205
230
$4.25M 0.06%
100,813
+4,950
231
$4.14M 0.06%
55,865
+1,050
232
$4.1M 0.06%
29,197
-75
233
$4.05M 0.06%
51,811
-2,766
234
$4M 0.06%
79,789
235
$3.98M 0.06%
34,365
-200
236
$3.81M 0.06%
33,953
+437
237
$3.79M 0.06%
19,404
-139
238
$3.75M 0.06%
35,770
-1,790
239
$3.74M 0.05%
34,564
+155
240
$3.73M 0.05%
87,082
+7,215
241
$3.51M 0.05%
102,036
-1,185
242
$3.51M 0.05%
46,600
243
$3.42M 0.05%
129,500
244
$3.3M 0.05%
135,955
-203
245
$3.29M 0.05%
17,828
-45
246
$3.24M 0.05%
86,330
247
$3.24M 0.05%
11,736
+375
248
$3.16M 0.05%
71,480
-337,023
249
$3.14M 0.05%
51,532
-510
250
$3.13M 0.05%
60,104
+558
8 9
10
11 12