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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$431K ﹤0.01%
12,002
327
$431K ﹤0.01%
4,777
+700
328
$423K ﹤0.01%
4,275
+280
329
$422K ﹤0.01%
1,172
330
$401K ﹤0.01%
1,277
+236
331
$392K ﹤0.01%
1,970
-47,977
332
$391K ﹤0.01%
4,225
333
$389K ﹤0.01%
10,302
334
$388K ﹤0.01%
62,900
+25,900
335
$384K ﹤0.01%
1,569
336
$380K ﹤0.01%
5,500
337
$374K ﹤0.01%
5,530
338
$369K ﹤0.01%
6,310
339
$349K ﹤0.01%
3,808
340
$344K ﹤0.01%
7,673
341
$341K ﹤0.01%
1,454
342
$330K ﹤0.01%
1,349
+20
343
$320K ﹤0.01%
1,437
+100
344
$319K ﹤0.01%
4,700
-1,264,192
345
$310K ﹤0.01%
2,210
346
$307K ﹤0.01%
3,016
347
$298K ﹤0.01%
1,930
348
$284K ﹤0.01%
1,200
-308
349
$280K ﹤0.01%
+5,270
350
$275K ﹤0.01%
11,000
12 13
14
15 16