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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.94M 0.07%
381,900
+50,035
227
$5.76M 0.07%
97,875
-180
228
$5.57M 0.07%
28,185
+1,840
229
$5.54M 0.07%
16,919
+50
230
$5.41M 0.07%
29,204
-1,000
231
$5.37M 0.07%
35,950
+5,890
232
$5.35M 0.07%
17,404
+200
233
$5.27M 0.07%
98,765
-1,100
234
$5.25M 0.07%
33,730
235
$5.24M 0.07%
39,655
-10,650
236
$5.14M 0.06%
92,415
-968
237
$4.93M 0.06%
30,827
-2,375
238
$4.47M 0.06%
18,756
-160
239
$4.46M 0.06%
13,095
+75
240
$4.35M 0.05%
28,311
-125
241
$4.12M 0.05%
27,910
-169
242
$4.06M 0.05%
38,993
+250
243
$4.04M 0.05%
65,554
+28,965
244
$3.93M 0.05%
35,816
-113,762
245
$3.86M 0.05%
+290,175
246
$3.82M 0.05%
19,098
+150
247
$3.8M 0.05%
90,536
-165,521
248
$3.67M 0.05%
38,266
-26,875
249
$3.53M 0.04%
33,200
250
$3.48M 0.04%
7,087
-70
8 9
10
11 12