BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60.1M 0.91%
770,264
-25,408
27
$58.1M 0.88%
531,875
-9,827
28
$56.5M 0.86%
412,994
-13,634
29
$53.5M 0.81%
92,965
-3,254
30
$53.1M 0.81%
266,074
-153
31
$52.6M 0.8%
470,940
-10
32
$51.5M 0.78%
259,149
-5,258
33
$50.9M 0.77%
700,543
-82,052
34
$50.7M 0.77%
875,413
+7,230
35
$50.2M 0.76%
537,988
-672
36
$50.2M 0.76%
479,441
+10,767
37
$50M 0.76%
501,179
-893
38
$46.5M 0.71%
789,820
+11,716
39
$45.1M 0.68%
417,487
-3,593
40
$45M 0.68%
500,836
-9,802
41
$43.3M 0.66%
730,627
+8,418
42
$41.8M 0.63%
803,440
+31,640
43
$40.6M 0.62%
514,089
-25,844
44
$40.1M 0.61%
514,271
+9,543
45
$40.1M 0.61%
146,859
-8,833
46
$40M 0.61%
794,938
-31,136
47
$39.3M 0.6%
547,603
-37,467
48
$39.1M 0.59%
917,624
-21,822
49
$38.8M 0.59%
568,752
-35,371
50
$38.7M 0.59%
768,857
+72,559
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