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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.2M 0.93%
580,564
+48,689
27
$54.5M 0.8%
94,193
+1,228
28
$54.4M 0.8%
514,131
+10,984
29
$52.7M 0.77%
537,413
-575
30
$52.6M 0.77%
689,173
-11,370
31
$52.5M 0.77%
753,540
+22,913
32
$52.1M 0.77%
490,864
+11,423
33
$50.2M 0.74%
259,309
+160
34
$49.7M 0.73%
266,279
+205
35
$49.4M 0.73%
476,305
+5,365
36
$47.7M 0.7%
814,247
+24,427
37
$47.6M 0.7%
409,840
-7,647
38
$46.7M 0.68%
501,197
+18
39
$43.5M 0.64%
495,712
-5,124
40
$43.1M 0.63%
883,048
+7,635
41
$42.5M 0.62%
800,246
+31,389
42
$42.5M 0.62%
924,005
+6,381
43
$42.4M 0.62%
512,114
+8,134
44
$41.5M 0.61%
531,766
+17,495
45
$40.9M 0.6%
547,685
+3,107
46
$40.9M 0.6%
811,090
+7,650
47
$39.5M 0.58%
692,783
+16,392
48
$39.4M 0.58%
569,877
+1,125
49
$39.3M 0.58%
127,371
-1,762
50
$38.6M 0.57%
415,972
-98,117
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