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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT icon
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37M 0.55%
469,461
-11,608
77
$37M 0.55%
469,196
+6,635
78
$36.6M 0.54%
373,157
-7,651
79
$35.9M 0.53%
496,099
+10,833
80
$35.8M 0.53%
1,803,105
+1,231,200
81
$35.2M 0.52%
982,209
-14,859
82
$35.1M 0.52%
+1,552,626
83
$35.1M 0.52%
7,965,055
-166,385
84
$35.1M 0.52%
1,858,087
-47,810
85
$35M 0.52%
1,084,138
+209,843
86
$34.6M 0.51%
578,228
-3,318
87
$34.2M 0.51%
1,568,415
-35,373
88
$33.8M 0.5%
523,092
-10,179
89
$33.5M 0.5%
682,997
-14,503
90
$33.5M 0.5%
2,441,067
-36,506
91
$33.4M 0.5%
280,801
-18,675
92
$33.3M 0.5%
513,327
+436,539
93
$33.3M 0.5%
777,595
+61,990
94
$33.2M 0.49%
1,201,179
+17,910
95
$32.8M 0.49%
533,696
-1,929
96
$32.8M 0.49%
838,453
-4,917
97
$32.4M 0.48%
1,192,804
+65,138
98
$32.2M 0.48%
491,109
-7,227
99
$31.5M 0.47%
1,575,329
-28,113
100
$30.9M 0.46%
584,424
-89,997
2 3
4
5 6