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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.4M 0.04%
22,547
+1,467
252
$2.32M 0.04%
54,002
-3,090
253
$2.24M 0.04%
66,830
-665
254
$2.24M 0.04%
25,070
+2,180
255
$2.24M 0.04%
68,408
-300
256
$2.19M 0.04%
60,140
+9,550
257
$2.18M 0.04%
17,185
+1,060
258
$2.1M 0.04%
37,625
-150
259
$2.08M 0.04%
38,750
+7,000
260
$1.95M 0.04%
61,481
-1,172
261
$1.91M 0.04%
11,778
-930
262
$1.86M 0.03%
+18,712
263
$1.86M 0.03%
67,385
+850
264
$1.83M 0.03%
61,660
+1,250
265
$1.78M 0.03%
40,500
266
$1.75M 0.03%
16,659
+350
267
$1.71M 0.03%
20,087
-100
268
$1.71M 0.03%
+47,900
269
$1.52M 0.03%
25,227
-2,380
270
$1.45M 0.03%
29,825
+1,675
271
$1.45M 0.03%
31,610
-32,000
272
$1.37M 0.03%
23,115
+60
273
$1.26M 0.02%
18,369
-760
274
$1.26M 0.02%
1,700
-200
275
$1.19M 0.02%
32,282
-2,275
9 10
11
12 13