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
76
$23.1M 0.43%
411,300
-75,234
77
$23.1M 0.43%
514,104
+2,755
78
$22.8M 0.42%
783,603
-258,530
79
$22.6M 0.42%
245,334
+6,535
80
$22.6M 0.42%
315,035
-16,185
81
$22M 0.41%
1,278,250
-532,054
82
$21.9M 0.41%
829,907
+261,949
83
$21.5M 0.4%
178,498
-908
84
$21.4M 0.4%
216,385
+33,025
85
$21.4M 0.4%
423,790
-126,173
86
$21.3M 0.4%
508,833
-141,196
87
$21.3M 0.4%
265,153
-102,630
88
$21.2M 0.39%
549,988
+24,794
89
$21.1M 0.39%
140,871
-47,211
90
$21.1M 0.39%
502,978
-154,381
91
$21M 0.39%
442,431
-155,370
92
$20.8M 0.39%
512,848
-159,179
93
$20.7M 0.38%
156,673
+38,360
94
$20.6M 0.38%
486,000
+101,810
95
$20.6M 0.38%
675,515
-142,034
96
$20.5M 0.38%
547,221
-71,187
97
$20.4M 0.38%
439,189
-109,811
98
$20.4M 0.38%
296,629
+5,431
99
$20.3M 0.38%
408,420
-82,105
100
$20.3M 0.38%
306,232
+292,582
2 3
4
5 6