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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.05M 0.05%
17,873
+2,150
252
$3.04M 0.05%
27,619
+75
253
$2.98M 0.05%
59,546
-258
254
$2.78M 0.04%
26,760
+150
255
$2.78M 0.04%
58,075
+906
256
$2.75M 0.04%
26,099
+150
257
$2.66M 0.04%
161,100
-5,250
258
$2.66M 0.04%
28,062
+1,350
259
$2.62M 0.04%
31,900
+150
260
$2.57M 0.04%
35,200
261
$2.5M 0.04%
45,987
-17,771
262
$2.48M 0.04%
31,241
-248
263
$2.38M 0.04%
43,836
+7,550
264
$2.38M 0.04%
+11,032
265
$2.38M 0.04%
127,535
+900
266
$2.31M 0.04%
27,414
+250
267
$2.23M 0.03%
20,195
+325
268
$2.22M 0.03%
16,704
+829
269
$2.18M 0.03%
54,965
+1,200
270
$2.17M 0.03%
50,020
271
$1.91M 0.03%
19,000
+100
272
$1.9M 0.03%
29,451
-2,005
273
$1.78M 0.03%
17,722
+1,317
274
$1.77M 0.03%
80,700
-29,837
275
$1.73M 0.03%
32,400
-8,100
9 10
11
12 13