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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$274K ﹤0.01%
896
352
$272K ﹤0.01%
1,075
353
$270K ﹤0.01%
5,400
354
$265K ﹤0.01%
+3,740
355
$263K ﹤0.01%
+2,175
356
$261K ﹤0.01%
+1,200
357
$259K ﹤0.01%
21,500
358
$257K ﹤0.01%
13,255
+2,150
359
$253K ﹤0.01%
+8,361
360
$244K ﹤0.01%
8,093
-3,400
361
$241K ﹤0.01%
+3,391
362
$240K ﹤0.01%
+3,600
363
$237K ﹤0.01%
2,078
-25
364
$224K ﹤0.01%
+4,322
365
$223K ﹤0.01%
1,715
366
$217K ﹤0.01%
15,300
-3,700
367
$216K ﹤0.01%
1,313
-644
368
$213K ﹤0.01%
+1,775
369
$210K ﹤0.01%
+1,208
370
$206K ﹤0.01%
1,743
-400
371
$204K ﹤0.01%
+1,143
372
$189K ﹤0.01%
+10,112
373
– –
-8,029
374
– –
-328,967
375
– –
-1,210,724
12 13 14
15
16