BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$535K 0.01%
3,700
327
$527K 0.01%
6,920
-730
328
$522K 0.01%
3,432
329
$500K 0.01%
1,450
+250
330
$499K 0.01%
1,000
331
$492K 0.01%
17,226
-2,502
332
$482K 0.01%
10,400
-1,311
333
$480K 0.01%
5,630
-1,647
334
$475K 0.01%
3,690
335
$472K 0.01%
7,189
-639
336
$463K 0.01%
1,506
337
$457K 0.01%
19,270
-2,494
338
$449K 0.01%
+18,510
339
$432K 0.01%
18,750
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340
$429K 0.01%
5,401
+180
341
$427K 0.01%
13,330
342
$412K 0.01%
7,760
343
$394K 0.01%
45,700
344
$394K 0.01%
4,727
345
$392K 0.01%
12,002
346
$390K 0.01%
8,580
347
$384K 0.01%
7,517
-2,163
348
$376K 0.01%
3,400
+400
349
$356K 0.01%
4,850
350
$353K 0.01%
9,491
-392
12 13
14
15 16