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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$309K ﹤0.01%
8,580
352
$307K ﹤0.01%
4,662
353
$305K ﹤0.01%
2,178
+50
354
$301K ﹤0.01%
3,487
355
$257K ﹤0.01%
3,917
+57
356
$255K ﹤0.01%
48,175
+10,100
357
$253K ﹤0.01%
9,391
-18,065
358
$250K ﹤0.01%
1,508
359
$245K ﹤0.01%
+71,771
360
$242K ﹤0.01%
37,210
-2,125
361
$228K ﹤0.01%
2,500
362
$225K ﹤0.01%
2,412
363
$221K ﹤0.01%
7,978
-1,423
364
$219K ﹤0.01%
7,950
-425
365
$216K ﹤0.01%
4,587
-75
366
$209K ﹤0.01%
5,283
367
$205K ﹤0.01%
5,400
368
$205K ﹤0.01%
1,710
369
$201K ﹤0.01%
3,016
370
$200K ﹤0.01%
2,250
371
$138K ﹤0.01%
10,000
372
$131K ﹤0.01%
+10,612
373
– –
-270,143
374
– –
-7,765
375
– –
-5,227
12 13 14
15
16