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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.31M 0.04%
42,683
+5,532
227
$5.16M 0.04%
262,636
228
$4.55M 0.03%
25,605
-435
229
$4.43M 0.03%
18,904
-125
230
$4.35M 0.03%
16,475
+8,770
231
$4.35M 0.03%
15,013
-100
232
$3.85M 0.03%
16,569
+935
233
$3.75M 0.03%
98,812
+2,220
234
$3.61M 0.03%
13,357
-96,038
235
$3.54M 0.02%
7,480
-45
236
$3.44M 0.02%
5,862
-207
237
$3.39M 0.02%
26,686
-483
238
$3.35M 0.02%
14,824
-288
239
$3.25M 0.02%
6,174
-20
240
$3.15M 0.02%
24,771
-691,900
241
$2.71M 0.02%
14,638
-211
242
$2.5M 0.02%
3,244
-60
243
$2.44M 0.02%
18,900
-165
244
$2.39M 0.02%
5,718
+169
245
$2.38M 0.02%
39,400
+800
246
$2.37M 0.02%
38,089
-524
247
$2.27M 0.02%
22,287
-93
248
$2.26M 0.02%
31,504
+784
249
$2.22M 0.02%
8,074
-64
250
$2.11M 0.01%
19,097
8 9
10
11 12