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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$331K 0.01%
6,850
327
$312K 0.01%
7,184
-60
328
$306K 0.01%
9,040
329
$305K 0.01%
18,102
330
$296K 0.01%
1,501
331
$292K 0.01%
3,000
-200
332
$290K 0.01%
11,160
333
$284K 0.01%
1,506
334
$278K 0.01%
3,290
335
$271K 0.01%
6,265
336
$247K ﹤0.01%
2,550
337
$246K ﹤0.01%
5,450
338
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8,200
-20,288
339
$206K ﹤0.01%
3,315
-1,020
340
$204K ﹤0.01%
4,200
-222
341
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-737,486
342
– –
-271,568
343
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-78,890
344
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-699,157
345
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-82,105
346
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347
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348
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349
– –
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350
– –
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14
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