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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.73M 0.03%
21,827
-2,939
277
$1.73M 0.03%
80,072
278
$1.73M 0.03%
45,456
279
$1.64M 0.02%
7,590
-100
280
$1.62M 0.02%
15,500
+100
281
$1.6M 0.02%
10,016
+3,248
282
$1.56M 0.02%
65,892
-10,000
283
$1.56M 0.02%
22,326
+166
284
$1.53M 0.02%
24,101
-383
285
$1.5M 0.02%
30,935
-177
286
$1.47M 0.02%
25,350
287
$1.43M 0.02%
27,773
-2,050
288
$1.41M 0.02%
26,965
-1,102
289
$1.37M 0.02%
9,836
290
$1.35M 0.02%
18,620
+40
291
$1.34M 0.02%
17,100
292
$1.34M 0.02%
15,237
+1,355
293
$1.27M 0.02%
14,550
294
$1.25M 0.02%
22,515
+1,000
295
$1.23M 0.02%
19,360
-39
296
$1.22M 0.02%
3,725
297
$1.2M 0.02%
18,357
-3,100
298
$1.16M 0.02%
6,594
+1,617
299
$1.12M 0.02%
7,354
-55,314
300
$1.07M 0.02%
15,383
10 11
12
13 14