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
76
$28.4M 0.42%
402,780
+2,890
77
$28M 0.41%
358,253
-40,805
78
$27.8M 0.41%
216,532
-5,355
79
$26.9M 0.39%
323,508
-29,595
80
$26.7M 0.39%
593,044
-5,995
81
$26.6M 0.39%
482,743
+6,820
82
$26.3M 0.39%
857,082
-5,900
83
$25.8M 0.38%
184,427
+4,020
84
$25.8M 0.38%
377,138
+24,215
85
$25.3M 0.37%
565,458
+2,776
86
$25.1M 0.37%
305,832
+750
87
$25.1M 0.37%
366,986
+3,020
88
$24.9M 0.37%
160,198
-75
89
$24.8M 0.36%
306,004
+371
90
$24.5M 0.36%
280,045
-9,139
91
$24.1M 0.35%
1,158,324
+12,531
92
$23.6M 0.35%
733,189
+3,053
93
$23.1M 0.34%
11,384
+151
94
$22.9M 0.34%
618,560
+68,444
95
$22.4M 0.33%
196,855
+4,272
96
$22.2M 0.33%
890,396
-28,138
97
$22.2M 0.33%
160,079
+6,503
98
$21.9M 0.32%
816,650
+103,917
99
$21.4M 0.31%
223,087
-40,236
100
$21.4M 0.31%
169,135
+13,000
2 3
4
5 6