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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT icon
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$58.5M 0.87%
901,309
-198,067
27
$58.2M 0.86%
592,696
+3,739
28
$57.9M 0.86%
510,657
+16,654
29
$57.3M 0.85%
387,378
+1,360
30
$56.6M 0.84%
987,094
-9,460
31
$56.2M 0.83%
827,920
-142
32
$56M 0.83%
1,225,552
-13,375
33
$55.8M 0.83%
844,746
+9,205
34
$55.1M 0.82%
659,951
+1,995
35
$54.3M 0.81%
1,650,690
-83,972
36
$54.1M 0.8%
1,322,675
-20,534
37
$53.1M 0.79%
731,284
+6,925
38
$51.1M 0.76%
790,365
-18,369
39
$50.6M 0.75%
274,704
-17,093
40
$50.2M 0.75%
856,120
-15,165
41
$49.5M 0.74%
838,279
-16,895
42
$48M 0.71%
277,267
+10,573
43
$48M 0.71%
1,681,548
-29,929
44
$47.1M 0.7%
186,480
-8,255
45
$46.4M 0.69%
660,249
-5,603
46
$46.2M 0.69%
1,039,413
-23,656
47
$46M 0.68%
792,023
-15,641
48
$45.5M 0.68%
702,079
+6,240
49
$45.3M 0.67%
1,266,132
-18,780
50
$45.3M 0.67%
520,378
+5,125
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2
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