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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$662K 0.01%
9,800
302
$662K 0.01%
3,500
303
$644K 0.01%
7,768
+218
304
$628K 0.01%
1,300
305
$621K 0.01%
6,856
-470
306
$612K 0.01%
12,960
307
$605K 0.01%
17,330
308
$600K 0.01%
5,670
+235
309
$590K 0.01%
9,305
+365
310
$569K 0.01%
8,326
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311
$561K 0.01%
11,670
-165
312
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10,577
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313
$547K 0.01%
8,900
314
$526K 0.01%
9,725
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315
$526K 0.01%
4,527
316
$515K 0.01%
6,421
317
$512K 0.01%
10,700
318
$511K 0.01%
4,600
319
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1,033
+50
320
$459K ﹤0.01%
1,506
321
$453K ﹤0.01%
11,362
322
$451K ﹤0.01%
625
323
$442K ﹤0.01%
8,177
+1,290
324
$441K ﹤0.01%
1,555
325
$435K ﹤0.01%
2,639
-857
11 12
13
14 15