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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$18.4M
3
+$11.5M
4
HIW icon
Highwoods Properties
HIW
+$11.2M
5
RES icon
RPC Inc
RES
+$8.57M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
GIS icon
General Mills
GIS
+$14.8M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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379
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-65,892
380
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-358,033
381
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382
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-3,094
383
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-1,392
384
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-15,500
385
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-347,250
386
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-53,077
387
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-257,805
388
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-355,004
389
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-2,950
390
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-15,100
12 13 14 15
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