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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$382K 0.01%
6,140
-17,700
352
$372K 0.01%
9,883
-2,377
353
$357K 0.01%
4,850
354
$340K 0.01%
6,954
355
$334K 0.01%
7,765
+350
356
$334K 0.01%
39,335
+1,950
357
$331K 0.01%
3,634
+670
358
$328K 0.01%
12,002
359
$317K ﹤0.01%
3,800
360
$305K ﹤0.01%
8,375
+450
361
$301K ﹤0.01%
38,075
+1,950
362
$299K ﹤0.01%
4,590
363
$299K ﹤0.01%
2,412
-33
364
$295K ﹤0.01%
45,700
-3,700
365
$285K ﹤0.01%
+5,283
366
$279K ﹤0.01%
2,950
-200
367
$274K ﹤0.01%
3,445
+400
368
$254K ﹤0.01%
1,558
-625
369
$248K ﹤0.01%
3,712
-100
370
$237K ﹤0.01%
1,710
371
$236K ﹤0.01%
4,587
372
$232K ﹤0.01%
3,016
373
$219K ﹤0.01%
3,172
-1,344
374
$213K ﹤0.01%
4,129
375
$209K ﹤0.01%
3,094
+350
12 13 14
15
16