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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.1M 0.01%
3,434
+108
277
$1.08M 0.01%
24,095
+1,750
278
$1.08M 0.01%
15,037
-300
279
$1.08M 0.01%
16,650
+875
280
$1.06M 0.01%
1,932
+651
281
$1.05M 0.01%
15,950
282
$1.01M 0.01%
2,631
283
$944K 0.01%
1,308
284
$936K 0.01%
7,778
-96,450
285
$858K 0.01%
2,950
286
$827K 0.01%
19,217
-95
287
$822K 0.01%
1,506
288
$821K 0.01%
12,314
-3,432
289
$735K 0.01%
3,529
290
$730K 0.01%
3,830
-38
291
$726K 0.01%
5,695
292
$720K 0.01%
9,405
293
$711K 0.01%
3,334
+342
294
$693K 0.01%
14,652
295
$673K 0.01%
4,435
+2,944
296
$673K 0.01%
4,774
297
$631K 0.01%
15,621
+1,040
298
$626K 0.01%
1,670
299
$621K 0.01%
20,042
-5,000
300
$618K 0.01%
4,965
10 11
12
13 14