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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.2M
3
+$10.5M
4
MANH icon
Manhattan Associates
MANH
+$7.27M
5
CSGS icon
CSG Systems International
CSGS
+$6.95M

Top Sells

1
+$18M
2
+$17.5M
3
+$16.7M
4
WEX icon
WEX
WEX
+$12.4M
5
XRAY icon
Dentsply Sirona
XRAY
+$8.67M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$203K ﹤0.01%
+833
377
$203K ﹤0.01%
+2,250
378
$202K ﹤0.01%
+2,122
379
$167K ﹤0.01%
10,000
380
– –
-2,934
381
– –
-3,800
382
– –
-78,651
383
– –
-30,935
384
– –
-229,162
385
– –
-561,172
12 13 14 15
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