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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.19M 0.01%
4,105
277
$1.17M 0.01%
5,471
-31
278
$1.15M 0.01%
21,900
+4,000
279
$1.14M 0.01%
7,225
-113
280
$1.11M 0.01%
9,508
-219
281
$1.09M 0.01%
18,925
-194
282
$1.07M 0.01%
17,770
-149
283
$1.06M 0.01%
42,800
284
$994K 0.01%
19,170
-2,596
285
$984K 0.01%
14,010
286
$953K 0.01%
14,896
287
$953K 0.01%
2,411
-550
288
$942K 0.01%
5,531
289
$887K 0.01%
5,920
-1,159
290
$861K 0.01%
22,618
-2,139
291
$824K 0.01%
2,452
292
$740K 0.01%
6,262
293
$728K 0.01%
3,600
294
$728K 0.01%
1,300
-12
295
$721K 0.01%
12,558
-20
296
$702K 0.01%
15,190
297
$702K 0.01%
10,124
298
$695K 0.01%
3,150
299
$668K 0.01%
4,043
-168
300
$666K 0.01%
27,662
-577
10 11
12
13 14