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

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

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%
494
315
$515K ﹤0.01%
1,394
316
$514K ﹤0.01%
1,564
+225
317
$512K ﹤0.01%
9,030
+60
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