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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.13M 0.02%
32,400
252
$1.97M 0.02%
14,071
-1,250
253
$1.93M 0.02%
17,565
-1,471
254
$1.87M 0.02%
4
255
$1.85M 0.02%
154,920
-8,512
256
$1.81M 0.02%
27,062
-83
257
$1.75M 0.02%
9,158
-85
258
$1.63M 0.01%
20,968
-90
259
$1.6M 0.01%
11,755
-7,700
260
$1.46M 0.01%
15,328
-510
261
$1.43M 0.01%
43,317
-749
262
$1.38M 0.01%
19,191
+835
263
$1.37M 0.01%
43,015
-51,190
264
$1.34M 0.01%
+7,675
265
$1.33M 0.01%
5,382
266
$1.31M 0.01%
19,417
267
$1.27M 0.01%
18,746
-184
268
$1.26M 0.01%
8,468
+351
269
$1.26M 0.01%
22,550
+4,080
270
$1.22M 0.01%
3,334
271
$1.2M 0.01%
3,586
-141
272
$1.15M 0.01%
41,500
273
$1.13M 0.01%
14,582
-13
274
$1.12M 0.01%
10,718
-150
275
$1.11M 0.01%
12,734
-22,701
9 10
11
12 13