BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$25.5M
3
+$24.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24M
5
CB icon
Chubb
CB
+$16.6M

Top Sells

1
+$30.3M
2
+$23.4M
3
+$22.1M
4
MANH icon
Manhattan Associates
MANH
+$20.9M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$610K 0.01%
861
302
$596K 0.01%
5,893
303
$592K 0.01%
8,859
304
$569K 0.01%
2,705
305
$542K ﹤0.01%
29,464
-2,994
306
$527K ﹤0.01%
7,500
+2,000
307
$523K ﹤0.01%
21,537
308
$517K ﹤0.01%
11,181
309
$516K ﹤0.01%
4,527
310
$503K ﹤0.01%
6,103
+3,222
311
$471K ﹤0.01%
9,025
-1,894
312
$467K ﹤0.01%
5,614
313
$453K ﹤0.01%
8,004
314
$452K ﹤0.01%
3,669
-300
315
$451K ﹤0.01%
10,937
-614
316
$450K ﹤0.01%
3,990
+1,916
317
$447K ﹤0.01%
17,260
+860
318
$436K ﹤0.01%
2,328
319
$435K ﹤0.01%
1,833
320
$431K ﹤0.01%
25,000
321
$424K ﹤0.01%
2,699
+866
322
$422K ﹤0.01%
8,411
-4,440
323
$401K ﹤0.01%
9,711
-1,550
324
$390K ﹤0.01%
2,943
+532
325
$389K ﹤0.01%
+2,552
11 12
13
14 15