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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$76.9M 0.82%
626,076
-8,609
27
$72.5M 0.77%
778,390
+61,103
28
$71.2M 0.76%
487,055
+8,497
29
$70.9M 0.76%
509,630
+101,346
30
$70.7M 0.75%
603,934
+7,788
31
$70M 0.75%
602,480
+103
32
$68.6M 0.73%
460,348
-48,940
33
$64M 0.68%
313,920
-15,982
34
$63.1M 0.67%
644,186
+17,902
35
$62.8M 0.67%
817,909
+175,279
36
$62.2M 0.66%
1,058,949
-149,652
37
$60.9M 0.65%
670,288
+73,300
38
$60.5M 0.65%
575,342
+3,627
39
$60.2M 0.64%
1,292,819
+150,260
40
$60.2M 0.64%
1,345,496
+22,207
41
$60M 0.64%
637,833
+207,088
42
$58.3M 0.62%
419,068
+265
43
$55.9M 0.6%
462,733
+2,853
44
$55.9M 0.6%
303,860
+240,871
45
$55.7M 0.59%
207,144
-40,283
46
$55.6M 0.59%
262,838
+1,185
47
$55.2M 0.59%
372,015
+96,569
48
$55M 0.59%
48,284
-884
49
$54.1M 0.58%
693,238
+5,445
50
$52.6M 0.56%
667,549
+90,704
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