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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$350K 0.01%
6,934
-20
352
$348K 0.01%
5,410
-730
353
$339K 0.01%
4,590
354
$324K ﹤0.01%
3,800
355
$314K ﹤0.01%
7,765
356
$306K ﹤0.01%
39,335
357
$294K ﹤0.01%
3,720
-1,847
358
$293K ﹤0.01%
+2,875
359
$281K ﹤0.01%
2,934
-700
360
$274K ﹤0.01%
8,375
361
$271K ﹤0.01%
3,445
362
$267K ﹤0.01%
38,075
363
$265K ﹤0.01%
1,558
364
$259K ﹤0.01%
2,412
365
$250K ﹤0.01%
5,283
366
$247K ﹤0.01%
4,587
367
$240K ﹤0.01%
3,800
-49,865
368
$235K ﹤0.01%
5,462
-71
369
$216K ﹤0.01%
2,590
-30
370
$212K ﹤0.01%
1,475
371
$211K ﹤0.01%
4,129
372
$209K ﹤0.01%
1,710
373
$203K ﹤0.01%
3,016
374
$201K ﹤0.01%
+1,476
375
$186K ﹤0.01%
10,000
12 13 14
15
16