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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$279K ﹤0.01%
2,855
-95
352
$275K ﹤0.01%
3,574
353
$269K ﹤0.01%
+1,802
354
$267K ﹤0.01%
1,464
-16
355
$265K ﹤0.01%
1,200
356
$264K ﹤0.01%
12,296
+636
357
$255K ﹤0.01%
3,500
-30
358
$252K ﹤0.01%
3,560
-40
359
$246K ﹤0.01%
2,767
360
$246K ﹤0.01%
13,272
361
$242K ﹤0.01%
2,188
362
$239K ﹤0.01%
3,620
-16
363
$235K ﹤0.01%
3,748
364
$233K ﹤0.01%
2,026
365
$231K ﹤0.01%
575
366
$226K ﹤0.01%
3,347
367
$223K ﹤0.01%
11,000
368
$221K ﹤0.01%
1,144
369
$219K ﹤0.01%
2,700
370
$216K ﹤0.01%
4,140
371
$215K ﹤0.01%
2,205
+42
372
$211K ﹤0.01%
1,211
373
$207K ﹤0.01%
+3,000
374
$204K ﹤0.01%
+3,300
375
$204K ﹤0.01%
5,672
12 13 14
15
16