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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT icon
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.11M 0.02%
26,802
+450
252
$1.1M 0.02%
38,281
253
$1.09M 0.02%
41,475
+9,075
254
$1.05M 0.02%
17,812
-613
255
$1.04M 0.02%
23,050
-16,050
256
$1.04M 0.02%
26,225
-500
257
$1.03M 0.02%
19,879
258
$1.01M 0.01%
21,151
+303
259
$986K 0.01%
14,918
260
$981K 0.01%
20,400
-13,740
261
$958K 0.01%
18,050
+3,775
262
$916K 0.01%
27,050
-225
263
$907K 0.01%
11,328
-750
264
$905K 0.01%
20,250
+5,250
265
$893K 0.01%
12,985
-175
266
$893K 0.01%
12,226
-500
267
$795K 0.01%
15,704
-100
268
$771K 0.01%
10,273
-414
269
$757K 0.01%
66,600
-450
270
$756K 0.01%
13,957
271
$749K 0.01%
4
272
$738K 0.01%
15,089
273
$709K 0.01%
8,529
+1,750
274
$707K 0.01%
18,342
275
$654K 0.01%
5,305
-20,000
9 10
11
12 13