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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.19M 0.02%
13,350
-1,475
277
$1.13M 0.02%
86,740
+20,100
278
$1.13M 0.02%
15,920
-1,850
279
$1.08M 0.02%
23,357
-234
280
$1.06M 0.02%
25,937
-3,050
281
$995K 0.02%
24,280
-500
282
$992K 0.02%
8,900
-8,400
283
$982K 0.02%
3,205
+340
284
$973K 0.02%
9,850
+4,578
285
$948K 0.02%
45,125
-5,275
286
$941K 0.02%
21,675
+2,850
287
$934K 0.02%
18,849
+2,755
288
$908K 0.02%
23,650
+950
289
$884K 0.02%
13,020
290
$875K 0.02%
11,513
-1,580
291
$860K 0.02%
26,450
-3,000
292
$852K 0.02%
7,112
-629
293
$846K 0.02%
+35,983
294
$804K 0.01%
11,078
295
$791K 0.01%
4
296
$778K 0.01%
32,400
+825
297
$775K 0.01%
12,416
+1,599
298
$764K 0.01%
16,050
-2,025
299
$692K 0.01%
8,675
-150
300
$676K 0.01%
13,175
10 11
12
13 14