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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.13M 0.01%
8,348
+20
277
$1.08M 0.01%
12,098
-1,300
278
$1.07M 0.01%
2,051
-34
279
$1.06M 0.01%
9,476
-229
280
$1.04M 0.01%
1,453
281
$1.02M 0.01%
1,795
+134
282
$994K 0.01%
8,627
+5,520
283
$957K 0.01%
5,739
+350
284
$949K 0.01%
13,515
285
$923K 0.01%
9,407
-4,354
286
$905K 0.01%
7,580
-150
287
$887K 0.01%
9,931
-1,250
288
$882K 0.01%
2,659
-25
289
$871K 0.01%
2,705
290
$831K 0.01%
7,293
-17
291
$813K 0.01%
+9,120
292
$785K 0.01%
8,600
293
$783K 0.01%
1,668
+144
294
$774K 0.01%
3,952
-169
295
$747K 0.01%
13,207
-1,000
296
$745K 0.01%
21,537
297
$726K 0.01%
3,302
298
$717K 0.01%
35,748
-10,745
299
$702K ﹤0.01%
15,628
-2,857
300
$695K ﹤0.01%
10,187
10 11
12
13 14