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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.1M 0.54%
298,108
+6,770
52
$28.4M 0.53%
428,597
+5,068
53
$28.4M 0.53%
1,017,423
+942,848
54
$28.1M 0.52%
317,595
-105,366
55
$28M 0.52%
880,229
-275,110
56
$27.6M 0.51%
1,073,421
-90,815
57
$27.4M 0.51%
1,127,953
-414,710
58
$27.3M 0.51%
1,004,289
-8,249
59
$27.2M 0.5%
1,396,712
-399,254
60
$27.2M 0.5%
837,572
+170,684
61
$27M 0.5%
563,530
-46,487
62
$26.8M 0.5%
465,288
-10,055
63
$26.3M 0.49%
735,368
-200,502
64
$26.1M 0.48%
549,596
-169,794
65
$25.9M 0.48%
111,471
-26,919
66
$25.8M 0.48%
622,444
-105,535
67
$25.8M 0.48%
519,245
-172,174
68
$25.6M 0.48%
659,260
-12,180
69
$25.1M 0.47%
391,291
+100,475
70
$25.1M 0.47%
461,188
+93,288
71
$24.6M 0.46%
534,253
-161,236
72
$24M 0.44%
2,667,510
-207,475
73
$23.6M 0.44%
468,791
+9,395
74
$23.5M 0.44%
198,971
-2,054
75
$23.2M 0.43%
124,838
-13,368
1 2
3
4 5