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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT icon
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$637K 0.01%
25,575
+1,575
277
$622K 0.01%
9,263
278
$612K 0.01%
5,500
+100
279
$600K 0.01%
6,200
280
$560K 0.01%
4,500
281
$543K 0.01%
12,859
282
$507K 0.01%
8,708
283
$503K 0.01%
7,200
284
$493K 0.01%
3,927
285
$480K 0.01%
4,830
+122
286
$463K 0.01%
7,050
-700
287
$449K 0.01%
39,200
-800
288
$410K 0.01%
6,431
-52
289
$406K 0.01%
4,175
-1,088
290
$390K 0.01%
4,410
291
$383K 0.01%
4,830
292
$379K 0.01%
6,250
-150
293
$358K 0.01%
2,975
-150
294
$349K 0.01%
7,500
295
$344K 0.01%
4,875
296
$335K 0.01%
19,454
+1,550
297
$334K 0.01%
6,375
-7,252
298
$332K ﹤0.01%
2,775
299
$332K ﹤0.01%
7,950
-100
300
$330K ﹤0.01%
4,840
10 11
12
13 14