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
76
$25.6M 0.39%
447,664
-17,924
77
$25.5M 0.39%
174,506
-7,730
78
$25.5M 0.39%
441,462
-23,976
79
$25.5M 0.39%
160,273
-1,705
80
$25.1M 0.38%
289,184
+5,140
81
$25M 0.38%
1,145,793
-49,532
82
$24.4M 0.37%
599,039
-33,065
83
$24.1M 0.37%
363,966
-12,635
84
$23.6M 0.36%
192,583
-508
85
$23.4M 0.35%
11,233
+150
86
$23.1M 0.35%
123,154
+40,295
87
$22.9M 0.35%
475,923
-19,340
88
$22.8M 0.35%
314,951
-11,632
89
$22.8M 0.35%
862,982
-34,740
90
$22.7M 0.34%
229,420
-85,310
91
$22.6M 0.34%
562,682
-27,971
92
$22.5M 0.34%
305,633
+30,670
93
$22M 0.33%
734,889
-51,089
94
$21.4M 0.33%
195,438
-11,932
95
$21.4M 0.32%
263,323
-17,234
96
$21.2M 0.32%
221,887
-14,153
97
$21.2M 0.32%
352,923
-615
98
$20.8M 0.32%
150,364
-269
99
$20.8M 0.32%
550,116
-32,004
100
$20.7M 0.31%
474,599
-22,363
2 3
4
5 6