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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT icon
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$330K ﹤0.01%
7,500
-400
302
$325K ﹤0.01%
6,600
303
$312K ﹤0.01%
5,283
-400
304
$309K ﹤0.01%
2,506
305
$306K ﹤0.01%
1,000
306
$305K ﹤0.01%
4,064
-100
307
$300K ﹤0.01%
1,000
308
$298K ﹤0.01%
6,375
-128
309
$297K ﹤0.01%
3,031
310
$280K ﹤0.01%
4,000
311
$275K ﹤0.01%
3,688
-810
312
$266K ﹤0.01%
4,920
313
$265K ﹤0.01%
1,501
-100
314
$265K ﹤0.01%
3,600
-100
315
$258K ﹤0.01%
6,265
316
$238K ﹤0.01%
3,000
-100
317
$229K ﹤0.01%
9,600
318
$224K ﹤0.01%
3,000
319
$221K ﹤0.01%
3,250
-150
320
$202K ﹤0.01%
2,911
-1,058
321
$201K ﹤0.01%
+3,094
322
– –
-15,321
323
– –
-53,050
324
– –
-417,549
325
– –
-46,184
10 11 12
13
14