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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.56M 0.05%
82,630
+3,100
227
$5.49M 0.05%
54,770
-9,062
228
$5.44M 0.05%
20,514
-4,382
229
$5.38M 0.05%
84,790
-1,875
230
$5.36M 0.05%
24,991
-510
231
$5.29M 0.05%
26,167
-40
232
$5.05M 0.04%
60,148
-65,147
233
$4.95M 0.04%
129,946
-34,000
234
$4.91M 0.04%
41,300
235
$4.87M 0.04%
17,483
-80,955
236
$4.56M 0.04%
88,989
237
$4.47M 0.04%
+165,080
238
$3.92M 0.03%
24,230
-225
239
$3.74M 0.03%
36,230
-150
240
$3.66M 0.03%
9,402
-3,541
241
$3.31M 0.03%
22,488
-1,224
242
$2.78M 0.02%
19,121
-518
243
$2.7M 0.02%
7,066
244
$2.68M 0.02%
42,150
-950
245
$2.5M 0.02%
29,855
+194
246
$2.39M 0.02%
17,961
+163
247
$2.38M 0.02%
15,724
+7,992
248
$2.38M 0.02%
18,954
-2,380
249
$2.23M 0.02%
6,401
-125
250
$2.22M 0.02%
10,883
+6,482
8 9
10
11 12