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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.03M 0.04%
73,959
-2,050
252
$2.98M 0.04%
59,276
+1,201
253
$2.95M 0.04%
47,717
+44,005
254
$2.94M 0.04%
161,100
255
$2.94M 0.04%
26,324
+225
256
$2.91M 0.04%
27,619
257
$2.9M 0.04%
26,955
+195
258
$2.88M 0.04%
35,200
259
$2.81M 0.04%
21,059
-419
260
$2.74M 0.04%
32,100
+200
261
$2.71M 0.04%
128,535
+1,000
262
$2.58M 0.04%
43,205
+36,030
263
$2.55M 0.04%
27,639
+225
264
$2.46M 0.04%
26,562
-1,500
265
$2.46M 0.04%
12,735
+1,703
266
$2.45M 0.04%
20,395
+200
267
$2.45M 0.04%
47,286
+3,450
268
$2.37M 0.03%
14,458
+7,104
269
$2.25M 0.03%
51,420
+1,400
270
$2.25M 0.03%
45,991
+4
271
$2.09M 0.03%
19,000
272
$1.97M 0.03%
55,425
+460
273
$1.89M 0.03%
9,739
-277
274
$1.86M 0.03%
78,651
-2,049
275
$1.85M 0.03%
7,590
9 10
11
12 13