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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$66.5M 0.83%
811,465
+162,184
27
$64.1M 0.8%
478,558
-723
28
$63.7M 0.79%
329,902
-100,331
29
$62M 0.77%
596,146
+7,403
30
$59.2M 0.74%
634,685
-13,385
31
$58.2M 0.73%
418,803
+17,306
32
$56M 0.7%
509,288
-2,169
33
$55.9M 0.7%
717,287
+3,448
34
$55.4M 0.69%
602,377
+9,282
35
$54.9M 0.68%
184,329
-344
36
$54.8M 0.68%
247,427
-9,405
37
$54.6M 0.68%
571,715
+19,391
38
$54.4M 0.68%
687,793
+4,669
39
$52.3M 0.65%
626,284
+153,524
40
$52.1M 0.65%
1,323,289
+22,180
41
$50.3M 0.63%
596,988
+40,940
42
$50M 0.62%
390,055
-4,857
43
$49.5M 0.62%
261,653
+8,755
44
$48.4M 0.6%
1,268,892
+253,726
45
$47.5M 0.59%
49,168
-2,667
46
$46.9M 0.58%
423,933
+223,840
47
$46.3M 0.58%
389,400
+13,766
48
$46.2M 0.57%
1,897,106
+66,139
49
$46.1M 0.57%
459,880
-8,479
50
$45.6M 0.57%
408,284
+14,749
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