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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.85M 0.03%
25,235
-6,006
277
$1.81M 0.03%
22,971
+1,144
278
$1.74M 0.03%
80,072
279
$1.67M 0.02%
25,653
-3,798
280
$1.65M 0.02%
19,460
+840
281
$1.62M 0.02%
30,935
282
$1.58M 0.02%
32,400
283
$1.58M 0.02%
57,640
+29,320
284
$1.5M 0.02%
23,018
-1,083
285
$1.48M 0.02%
5,465
+1,981
286
$1.47M 0.02%
13,979
-3,743
287
$1.45M 0.02%
15,202
-35
288
$1.42M 0.02%
25,350
289
$1.36M 0.02%
26,553
-1,220
290
$1.31M 0.02%
23,602
-3,363
291
$1.31M 0.02%
22,326
292
$1.29M 0.02%
6,586
-8
293
$1.26M 0.02%
16,419
+1,036
294
$1.26M 0.02%
14,550
295
$1.23M 0.02%
3,650
-75
296
$1.22M 0.02%
21,124
+2,594
297
$1.2M 0.02%
21,320
-1,195
298
$1.16M 0.02%
7,531
-2,305
299
$1.11M 0.02%
27,456
-18,000
300
$1.1M 0.02%
18,270
-87
10 11
12
13 14