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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$39.5M
3
+$36.3M
4
UFPT icon
UFP Technologies
UFPT
+$31.4M
5
ORCL icon
Oracle
ORCL
+$29.1M

Top Sells

1
+$92M
2
+$52.8M
3
+$49.2M
4
IDCC icon
InterDigital
IDCC
+$38.8M
5
CORT icon
Corcept Therapeutics
CORT
+$32.2M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$406K ﹤0.01%
7,075
-225
327
$403K ﹤0.01%
4,522
328
$402K ﹤0.01%
787
329
$399K ﹤0.01%
7,483
330
$397K ﹤0.01%
3,418
331
$395K ﹤0.01%
7,425
-3,125
332
$389K ﹤0.01%
4,198
333
$386K ﹤0.01%
16,939
-230
334
$376K ﹤0.01%
3,558
335
$372K ﹤0.01%
3,400
336
$371K ﹤0.01%
875
+254
337
$367K ﹤0.01%
645
338
$362K ﹤0.01%
1,000
-31,886
339
$358K ﹤0.01%
5,471
-695
340
$351K ﹤0.01%
5,635
341
$347K ﹤0.01%
1,060
-50
342
$326K ﹤0.01%
810
-150
343
$320K ﹤0.01%
515
344
$314K ﹤0.01%
2,918
345
$309K ﹤0.01%
5,120
346
$305K ﹤0.01%
2,423
347
$300K ﹤0.01%
7,821
+228
348
$299K ﹤0.01%
17,500
-500
349
$285K ﹤0.01%
2,585
-5,945
350
$279K ﹤0.01%
2,027
12 13
14
15 16