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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$366K ﹤0.01%
5,400
327
$366K ﹤0.01%
3,311
328
$364K ﹤0.01%
4,225
329
$360K ﹤0.01%
7,071
330
$353K ﹤0.01%
1,327
-343
331
$349K ﹤0.01%
3,384
-250
332
$333K ﹤0.01%
4,248
-331
333
$324K ﹤0.01%
3,251
334
$322K ﹤0.01%
11,660
-2,350
335
$321K ﹤0.01%
1,110
336
$309K ﹤0.01%
8,262
337
$304K ﹤0.01%
21,500
338
$290K ﹤0.01%
11,000
339
$287K ﹤0.01%
3,033
340
$286K ﹤0.01%
+645
341
$283K ﹤0.01%
1,200
342
$279K ﹤0.01%
646
343
$278K ﹤0.01%
1,200
344
$276K ﹤0.01%
1,759
345
$266K ﹤0.01%
5,490
346
$265K ﹤0.01%
1,380
347
$258K ﹤0.01%
3,400
348
$257K ﹤0.01%
7,845
349
$253K ﹤0.01%
1,419
-687
350
$253K ﹤0.01%
+1,380
11 12 13
14
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