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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$25.5M
3
+$24.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24M
5
CB icon
Chubb
CB
+$16.6M

Top Sells

1
+$30.3M
2
+$23.4M
3
+$22.1M
4
MANH icon
Manhattan Associates
MANH
+$20.9M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$244K ﹤0.01%
735
352
$234K ﹤0.01%
5,576
-224
353
$228K ﹤0.01%
+2,808
354
$223K ﹤0.01%
19,000
355
$214K ﹤0.01%
+13,272
356
$213K ﹤0.01%
+3,748
357
$207K ﹤0.01%
+908
358
$206K ﹤0.01%
2,655
359
$206K ﹤0.01%
+2,423
360
$205K ﹤0.01%
+3,000
361
$164K ﹤0.01%
14,524
-14,525
362
$151K ﹤0.01%
11,400
363
– –
-3,132
364
– –
-1,044
365
– –
-11,062
366
– –
-3,100
367
– –
-162,324
368
– –
-3,175
369
– –
-63,928
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