BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.5B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$38.9M
3
+$26.2M
4
ATKR icon
Atkore
ATKR
+$23.3M
5
HALO icon
Halozyme
HALO
+$23.2M

Top Sells

1
+$44.9M
2
+$35.4M
3
+$31.5M
4
SLB icon
SLB Ltd
SLB
+$30.1M
5
AAPL icon
Apple
AAPL
+$28.6M

Sector Composition

1 Technology 24.52%
2 Financials 14.32%
3 Healthcare 14.05%
4 Industrials 13.81%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$279K ﹤0.01%
2,026
352
$271K ﹤0.01%
1,211
353
$271K ﹤0.01%
3,748
354
$260K ﹤0.01%
3,500
355
$256K ﹤0.01%
1,464
356
$255K ﹤0.01%
13,272
357
$246K ﹤0.01%
11,000
358
$237K ﹤0.01%
1,380
359
$235K ﹤0.01%
2,423
360
$234K ﹤0.01%
1,712
361
$234K ﹤0.01%
707
362
$232K ﹤0.01%
2,027
363
$232K ﹤0.01%
2,767
364
$230K ﹤0.01%
+1,339
365
$228K ﹤0.01%
2,143
+44
366
$222K ﹤0.01%
4,140
367
$214K ﹤0.01%
3,574
-100
368
$213K ﹤0.01%
+4,019
369
$212K ﹤0.01%
2,375
370
$211K ﹤0.01%
+935
371
$210K ﹤0.01%
+4,102
372
$210K ﹤0.01%
+575
373
$209K ﹤0.01%
+1,960
374
$208K ﹤0.01%
1,765
-39,010
375
$202K ﹤0.01%
1,030
+100
12 13 14
15
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