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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$103M 0.91%
595,085
+31,949
27
$103M 0.91%
712,972
-52,309
28
$98.8M 0.87%
193,536
-6,369
29
$96.6M 0.85%
1,091,115
+54,664
30
$95.9M 0.84%
223,760
+11,691
31
$94.6M 0.83%
801,653
-5,649
32
$92M 0.81%
2,632,205
+299,610
33
$91.8M 0.81%
1,852,329
+11,606
34
$90.3M 0.79%
2,070,866
+78,567
35
$89.8M 0.79%
1,884,615
+297,278
36
$88.6M 0.78%
1,345,057
+86,954
37
$87.3M 0.77%
786,802
-11,720
38
$86.1M 0.76%
214,559
-12,626
39
$85.6M 0.75%
1,703,234
+253,917
40
$84.5M 0.74%
1,011,802
-5,202
41
$84.4M 0.74%
2,935,508
+7,275
42
$83.8M 0.74%
664,881
-76,069
43
$81.9M 0.72%
742,834
+8,761
44
$81.7M 0.72%
331,841
+2,835
45
$81.7M 0.72%
1,618,856
+9,801
46
$81.2M 0.71%
744,231
+20,924
47
$77.4M 0.68%
884,030
-119,858
48
$74.8M 0.66%
663,643
+5,212
49
$74.1M 0.65%
2,294,276
+11,102
50
$74M 0.65%
745,850
+9,998
1
2
3 4 5