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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$118M 0.83%
3,031,574
+722,963
27
$118M 0.83%
775,635
-12,161
28
$116M 0.81%
1,781,415
-181,769
29
$114M 0.8%
795,780
+18,192
30
$114M 0.8%
498,829
-7,069
31
$108M 0.76%
1,284,140
+3,214
32
$108M 0.76%
1,306,329
+20,020
33
$106M 0.74%
249,221
-891
34
$106M 0.74%
519,098
-1,091
35
$105M 0.74%
1,797,489
+9,884
36
$104M 0.73%
1,752,000
-6,298
37
$102M 0.71%
672,326
-6,360
38
$98.7M 0.69%
1,055,321
+84,341
39
$97.7M 0.69%
1,877,157
-4,793
40
$96.3M 0.68%
592,196
-769
41
$95.2M 0.67%
928,854
+14,362
42
$94.7M 0.66%
29,560
+469
43
$94M 0.66%
564,030
+163,543
44
$91.5M 0.64%
1,468,854
+157,375
45
$91M 0.64%
487,283
+103,388
46
$89.8M 0.63%
2,391,955
-190,532
47
$89.2M 0.63%
1,412,533
+144,684
48
$88.5M 0.62%
990,094
+27,015
49
$86.5M 0.61%
193,895
+614
50
$85M 0.6%
920,583
+1,132
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2
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