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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.4M 0.56%
448,454
-6,970
52
$38.3M 0.56%
119,157
-27,702
53
$38.2M 0.56%
300,793
-112,201
54
$38M 0.56%
568,037
+70,611
55
$37.7M 0.55%
650,960
-1,805
56
$37.6M 0.55%
385,122
+60,880
57
$37.2M 0.55%
573,838
+26,235
58
$36.2M 0.53%
641,960
-4,460
59
$34.7M 0.51%
793,210
-1,728
60
$34.7M 0.51%
458,534
+770
61
$34.5M 0.51%
522,165
+320
62
$33.5M 0.49%
536,457
+88,793
63
$33.2M 0.49%
300,007
+2,788
64
$32.9M 0.48%
468,390
+2,190
65
$32.7M 0.48%
626,386
-246
66
$31.9M 0.47%
223,763
+1,163
67
$31.6M 0.46%
378,767
+1,708
68
$31.2M 0.46%
176,267
-251
69
$29.9M 0.44%
745,330
-1,510
70
$29.8M 0.44%
391,264
+76,313
71
$29.8M 0.44%
301,956
+960
72
$29.4M 0.43%
217,560
+200,856
73
$29.1M 0.43%
444,351
+2,889
74
$28.8M 0.42%
182,012
+518
75
$28.4M 0.42%
607,983
+113,185
1 2
3
4 5