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
51
$73.8M 0.65%
1,265,913
+80,817
52
$72.1M 0.63%
952,033
+121,953
53
$72M 0.63%
965,381
+187,551
54
$70.9M 0.62%
356,085
+24,120
55
$67.9M 0.6%
27,523
+624
56
$64.8M 0.57%
4,477,213
-113,740
57
$63M 0.55%
1,350,355
+36,944
58
$60.8M 0.53%
406,089
+42,933
59
$60.7M 0.53%
1,135,995
+64,604
60
$59M 0.52%
106,043
+1,821
61
$58.7M 0.52%
480,602
+13,066
62
$56.8M 0.5%
1,622,590
+184,122
63
$56.2M 0.49%
248,266
+1,246
64
$55.6M 0.49%
681,681
-56,522
65
$55.5M 0.49%
338,263
+16,559
66
$54.7M 0.48%
506,990
+281
67
$54.6M 0.48%
37,773
-1,268
68
$53.1M 0.47%
583,929
+2,580
69
$53.1M 0.47%
822,375
-2,374
70
$51.8M 0.46%
667,285
+90,523
71
$51.7M 0.45%
324,204
+11,726
72
$50.6M 0.44%
71,052
+21,756
73
$50.3M 0.44%
228,381
-2,913
74
$50.2M 0.44%
316,717
+2,846
75
$49.9M 0.44%
511,803
-48,188
1 2
3
4 5