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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$39.5M
3
+$36.3M
4
UFPT icon
UFP Technologies
UFPT
+$31.4M
5
ORCL icon
Oracle
ORCL
+$29.1M

Top Sells

1
+$92M
2
+$52.8M
3
+$49.2M
4
IDCC icon
InterDigital
IDCC
+$38.8M
5
CORT icon
Corcept Therapeutics
CORT
+$32.2M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$687K ﹤0.01%
2,056
+17
302
$658K ﹤0.01%
5,601
303
$658K ﹤0.01%
3,129
-166
304
$639K ﹤0.01%
3,590
305
$623K ﹤0.01%
2,586
306
$607K ﹤0.01%
3,200
-41
307
$604K ﹤0.01%
1,054
-13
308
$603K ﹤0.01%
18,672
309
$588K ﹤0.01%
7,500
310
$581K ﹤0.01%
9,728
-270
311
$569K ﹤0.01%
1,674
-50
312
$536K ﹤0.01%
3,027
-200
313
$531K ﹤0.01%
1,768
314
$524K ﹤0.01%
2,470
315
$515K ﹤0.01%
1,394
316
$514K ﹤0.01%
1,564
+225
317
$512K ﹤0.01%
8,027
+54
318
$493K ﹤0.01%
6,666
+120
319
$470K ﹤0.01%
5,860
-3,477
320
$462K ﹤0.01%
5,366
321
$443K ﹤0.01%
1,200
322
$440K ﹤0.01%
9,207
+2,400
323
$437K ﹤0.01%
1,204
-30
324
$424K ﹤0.01%
7,391
-1,100
325
$415K ﹤0.01%
4,430
11 12
13
14 15