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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.07M 0.02%
19,913
+877
302
$1.06M 0.02%
23,907
+5,050
303
$1.05M 0.02%
18,530
+447
304
$994K 0.02%
33,130
-424
305
$992K 0.02%
5,190
-198
306
$917K 0.01%
3,484
307
$897K 0.01%
3
308
$870K 0.01%
11,526
-174
309
$836K 0.01%
20,468
+520
310
$821K 0.01%
13,537
311
$784K 0.01%
4,500
312
$779K 0.01%
6,497
313
$777K 0.01%
+28,320
314
$738K 0.01%
2,694
315
$716K 0.01%
5,271
316
$671K 0.01%
3,925
317
$666K 0.01%
2,510
-188
318
$644K 0.01%
11,593
+350
319
$628K 0.01%
6,087
-700
320
$618K 0.01%
3,830
-18,620
321
$614K 0.01%
9,618
+1,630
322
$609K 0.01%
13,100
323
$601K 0.01%
16,010
324
$597K 0.01%
3,700
325
$585K 0.01%
19,728
-1,350
11 12
13
14 15