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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.17M 0.01%
42,000
-800
277
$1.11M 0.01%
17,885
+115
278
$1.09M 0.01%
9,028
-480
279
$1.08M 0.01%
5,531
280
$1.04M 0.01%
2,411
281
$994K 0.01%
6,479
-40,625
282
$980K 0.01%
+4,167
283
$975K 0.01%
20,348
-2,270
284
$970K 0.01%
13,870
-5,300
285
$920K 0.01%
2,452
286
$857K 0.01%
15,190
287
$844K 0.01%
3,943
-100
288
$844K 0.01%
6,172
-90
289
$844K 0.01%
3,100
-500
290
$838K 0.01%
27,662
291
$790K 0.01%
3,150
292
$782K 0.01%
13,378
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293
$761K 0.01%
9,147
-76,085
294
$746K 0.01%
4,418
+108
295
$717K 0.01%
3,469
+350
296
$710K 0.01%
13,198
+70
297
$703K 0.01%
11,639
+250
298
$701K 0.01%
12,020
-11,670
299
$685K 0.01%
3,232
300
$679K 0.01%
15,510
10 11
12
13 14