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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.6M 0.57%
503,980
-5,528
52
$36.9M 0.56%
497,426
-63,041
53
$36.7M 0.56%
457,764
-24,298
54
$36.5M 0.55%
455,424
-29,655
55
$36.5M 0.55%
129,133
-6,341
56
$36M 0.55%
544,578
-30,666
57
$35.7M 0.54%
676,391
+425,384
58
$35.5M 0.54%
521,845
+1,450
59
$34.9M 0.53%
626,632
-30,520
60
$34M 0.52%
466,200
-22,851
61
$33.9M 0.51%
652,765
-10,808
62
$33.5M 0.51%
646,420
-8,340
63
$33.3M 0.51%
222,600
-3,987
64
$31.6M 0.48%
399,058
-16,204
65
$31.3M 0.48%
377,059
-15,263
66
$29.8M 0.45%
297,219
-13,150
67
$29.6M 0.45%
746,840
-34,223
68
$28.8M 0.44%
399,890
-2,980
69
$28.5M 0.43%
176,518
-7,732
70
$28.5M 0.43%
324,242
-8,200
71
$28.2M 0.43%
300,996
-5,380
72
$28M 0.43%
180,407
+14,017
73
$27.3M 0.42%
353,103
-37,161
74
$26.2M 0.4%
181,494
-1,991
75
$26M 0.39%
305,082
-12,599
1 2
3
4 5