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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.08M 0.02%
13,850
-3,250
302
$1.06M 0.02%
5,190
303
$1.02M 0.02%
23,857
-50
304
$1.01M 0.01%
18,208
-1,152
305
$952K 0.01%
7,156
-1,176
306
$934K 0.01%
33,130
307
$929K 0.01%
11,400
-126
308
$854K 0.01%
20,440
-28
309
$846K 0.01%
3
310
$795K 0.01%
5,271
311
$789K 0.01%
6,497
312
$784K 0.01%
13,537
313
$753K 0.01%
2,594
-100
314
$748K 0.01%
4,500
315
$685K 0.01%
2,510
316
$657K 0.01%
4,680
+1,200
317
$632K 0.01%
3,705
-125
318
$632K 0.01%
11,431
-162
319
$631K 0.01%
9,118
-500
320
$624K 0.01%
16,010
321
$620K 0.01%
9,258
+2,115
322
$612K 0.01%
3,925
323
$611K 0.01%
5,887
-200
324
$603K 0.01%
13,100
325
$591K 0.01%
9,564
11 12
13
14 15