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

Top Buys

1
+$39.5M
2
+$39.5M
3
+$36.3M
4
UFPT icon
UFP Technologies
UFPT
+$31.4M
5
ORCL icon
Oracle
ORCL
+$29.1M

Top Sells

1
+$92M
2
+$52.8M
3
+$49.2M
4
IDCC icon
InterDigital
IDCC
+$38.8M
5
CORT icon
Corcept Therapeutics
CORT
+$32.2M

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
– –
-142,217
381
– –
-3,000
382
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-707
383
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-1,765
384
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-5,664
385
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-3,313
386
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-835
387
– –
-6,050
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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