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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$46.8M 0.87%
1,281,873
+18,918
27
$45.7M 0.85%
575,005
-128,283
28
$42.9M 0.8%
126,417
-2,496
29
$42.1M 0.78%
986,937
+64,686
30
$41.2M 0.76%
428,375
+480
31
$41M 0.76%
652,522
-238,380
32
$40.1M 0.74%
798,824
-249,333
33
$39.6M 0.73%
425,623
-1,569
34
$38.1M 0.71%
571,951
-53,123
35
$37.4M 0.69%
659,303
-172,511
36
$36.7M 0.68%
811,374
-219,803
37
$35.4M 0.66%
452,281
+19,990
38
$35M 0.65%
392,744
-99,100
39
$34.7M 0.64%
332,621
-108,086
40
$34.4M 0.64%
1,256,062
-369,391
41
$34.1M 0.63%
560,490
-8,115
42
$32.4M 0.6%
+320,917
43
$31.7M 0.59%
969,424
-148,183
44
$31.6M 0.59%
453,865
-26,785
45
$31.3M 0.58%
602,549
+196,889
46
$30.3M 0.56%
638,563
-193,407
47
$30.2M 0.56%
839,197
-115,074
48
$29.9M 0.55%
639,642
-34,663
49
$29.6M 0.55%
219,838
-6,290
50
$29.5M 0.55%
196,221
+176
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2
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