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
$11.9B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26.4M
3
+$22.3M
4
CPT icon
Camden Property Trust
CPT
+$20.2M
5
EXLS icon
EXL Service
EXLS
+$20.1M

Top Sells

1
+$54.6M
2
+$48M
3
+$17.5M
4
STE icon
Steris
STE
+$14.9M
5
PYPL icon
PayPal
PYPL
+$13.2M

Sector Composition

1 Technology 21.8%
2 Healthcare 16.07%
3 Financials 14.32%
4 Industrials 14.21%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$230K ﹤0.01%
1,148
-2,602
352
$225K ﹤0.01%
13,272
353
$222K ﹤0.01%
5,120
354
$214K ﹤0.01%
515
355
$206K ﹤0.01%
11,660
356
$205K ﹤0.01%
2,015
357
$201K ﹤0.01%
6,100
358
$200K ﹤0.01%
2,767
359
$138K ﹤0.01%
+11,124
360
$132K ﹤0.01%
14,500
361
– –
-685,222
362
– –
-11,456
363
– –
-265,349
364
– –
-3,000
365
– –
-4,140
366
– –
-2,027
367
– –
-2,423
368
– –
-1,733,934
369
– –
-646
370
– –
-7,600
371
– –
-3,347
372
– –
-4,737
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