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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.42M 0.04%
117,998
+5,328
252
$3.41M 0.04%
125,840
+364
253
$3.27M 0.04%
46,575
254
$3.23M 0.04%
82,580
+1,500
255
$3.14M 0.04%
90,155
-727
256
$2.93M 0.04%
49,341
-1,081
257
$2.75M 0.03%
17,018
-902
258
$2.36M 0.03%
47,782
-683
259
$2.27M 0.03%
25,955
-75
260
$2.25M 0.03%
44,128
+4,551
261
$2.23M 0.03%
32,400
262
$2.17M 0.03%
18,975
-150
263
$2.14M 0.03%
152,305
-16,800
264
$2.11M 0.03%
190,968
265
$2.07M 0.03%
6,111
-232
266
$1.96M 0.02%
+8,805
267
$1.89M 0.02%
5,251
-39
268
$1.87M 0.02%
5,574
-50
269
$1.79M 0.02%
15,254
+31
270
$1.61M 0.02%
42,195
-850
271
$1.43M 0.02%
66,397
-303
272
$1.34M 0.02%
19,292
-176
273
$1.28M 0.02%
4
274
$1.2M 0.02%
15,950
-35,509
275
$1.2M 0.01%
23,690
-560
9 10
11
12 13