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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.06M 0.01%
7,645
252
$2.04M 0.01%
3
253
$1.95M 0.01%
25,783
-9,700
254
$1.95M 0.01%
3,104
+13
255
$1.88M 0.01%
71,041
-280
256
$1.88M 0.01%
2,950
257
$1.85M 0.01%
7,525
+30
258
$1.83M 0.01%
5,260
+240
259
$1.83M 0.01%
15,170
-45
260
$1.81M 0.01%
20,450
+1,125
261
$1.72M 0.01%
39,208
-760
262
$1.57M 0.01%
3,159
-430
263
$1.53M 0.01%
2,606
-70
264
$1.42M 0.01%
7,049
+15
265
$1.39M 0.01%
3,448
266
$1.39M 0.01%
147,769
-7,151
267
$1.37M 0.01%
+7,205
268
$1.37M 0.01%
3,334
269
$1.34M 0.01%
14,800
-116
270
$1.3M 0.01%
6,338
+30
271
$1.28M 0.01%
5,467
272
$1.27M 0.01%
9,704
-54
273
$1.22M 0.01%
32,400
274
$1.2M 0.01%
2,474
+30
275
$1.18M 0.01%
5,066
-100
9 10
11
12 13