BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
376
$200K ﹤0.01%
1,400
377
$171K ﹤0.01%
14,500
378
$169K ﹤0.01%
+22,000
379
$62K ﹤0.01%
+17,000
380
– –
-707
381
– –
-6,050
382
– –
-3,000
383
– –
-1,765
384
– –
-2,370
385
– –
-3,313
386
– –
-835
387
– –
-142,217
388
– –
-2,861
389
– –
-4,102
390
– –
-234,346
391
– –
-2,500
392
– –
-10,650
393
– –
-22,852
394
– –
-220,570
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