BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
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
+$52.6M
2
+$25.5M
3
+$24.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24M
5
CB icon
Chubb
CB
+$16.6M

Top Sells

1
+$30.3M
2
+$23.4M
3
+$22.1M
4
MANH icon
Manhattan Associates
MANH
+$20.9M
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
15