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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.9M
3
+$15M
4
WTS icon
Watts Water Technologies
WTS
+$14.5M
5
FWRD icon
Forward Air
FWRD
+$11.4M

Top Sells

1
+$32.6M
2
+$17.5M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.4M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$208K ﹤0.01%
+5,533
377
$208K ﹤0.01%
1,360
378
$205K ﹤0.01%
1,392
379
$202K ﹤0.01%
2,620
380
$202K ﹤0.01%
2,407
381
$201K ﹤0.01%
+1,475
382
$162K ﹤0.01%
10,000
383
– –
-1,476
384
– –
-641,453
385
– –
-14,130
386
– –
-1,286
387
– –
-17,710
388
– –
-1,170
389
– –
-914
390
– –
-1,308
391
– –
-2,140
392
– –
-533,377
393
– –
-6,899
394
– –
-109,855
395
– –
-134,810
396
– –
-525,744
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