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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$563K 0.01%
7,277
-400
327
$542K 0.01%
1,000
+609
328
$533K 0.01%
9,564
-450
329
$531K 0.01%
7,650
-100
330
$526K 0.01%
1,506
331
$523K 0.01%
11,711
332
$505K 0.01%
9,680
+1,250
333
$504K 0.01%
3,432
334
$498K 0.01%
7,143
+420
335
$484K 0.01%
19,650
+3,200
336
$481K 0.01%
3,690
+42
337
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7,828
-1,943
338
$472K 0.01%
+3,480
339
$466K 0.01%
5,221
-669
340
$462K 0.01%
13,330
341
$461K 0.01%
2,233
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342
$447K 0.01%
21,764
-24,522
343
$431K 0.01%
5,567
+333
344
$416K 0.01%
7,175
345
$413K 0.01%
1,200
346
$400K 0.01%
7,760
347
$392K 0.01%
8,580
+1,580
348
$391K 0.01%
4,727
349
$387K 0.01%
3,000
350
$386K 0.01%
+15,100
12 13
14
15 16