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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$378K ﹤0.01%
8,940
+1,110
327
$377K ﹤0.01%
1,329
328
$374K ﹤0.01%
6,887
-26,850
329
$364K ﹤0.01%
1,569
-39
330
$362K ﹤0.01%
+8,725
331
$353K ﹤0.01%
1,555
332
$352K ﹤0.01%
625
-15
333
$352K ﹤0.01%
1,172
-18
334
$346K ﹤0.01%
5,435
+640
335
$345K ﹤0.01%
5,530
-152
336
$341K ﹤0.01%
4,225
-200
337
$337K ﹤0.01%
3,808
-60
338
$336K ﹤0.01%
1,337
-82
339
$315K ﹤0.01%
10,302
-3
340
$296K ﹤0.01%
5,400
341
$292K ﹤0.01%
10,072
+1,480
342
$289K ﹤0.01%
1,041
-35
343
$286K ﹤0.01%
1,454
-145
344
$283K ﹤0.01%
5,500
-76
345
$279K ﹤0.01%
1,957
-93
346
$276K ﹤0.01%
7,673
347
$270K ﹤0.01%
11,493
-50
348
$264K ﹤0.01%
+3,995
349
$256K ﹤0.01%
1,930
350
$254K ﹤0.01%
+3,016
11 12 13
14
15