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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32M 0.4%
135,336
+2,592
77
$31.7M 0.4%
259,830
-560
78
$30.8M 0.38%
245,651
+10,484
79
$30.7M 0.38%
1,559,076
+241,217
80
$30.5M 0.38%
172,980
+1,911
81
$29.8M 0.37%
136,685
-3,059
82
$29.3M 0.37%
1,030,602
+162,588
83
$29.1M 0.36%
711,575
+142,992
84
$28.7M 0.36%
781,614
+35,434
85
$28.7M 0.36%
134,945
+75
86
$28.3M 0.35%
340,515
+188,411
87
$28.2M 0.35%
+324,034
88
$27.9M 0.35%
321,511
+14,072
89
$27.8M 0.35%
501,030
+20,508
90
$27.6M 0.34%
130,755
+1,052
91
$27.2M 0.34%
1,006,983
+36,268
92
$27.2M 0.34%
81,202
-1,965
93
$27.2M 0.34%
236,954
+7,637
94
$27.2M 0.34%
840,588
+31,828
95
$27.1M 0.34%
270,686
+11,886
96
$27M 0.34%
823,265
+6,052
97
$26.8M 0.33%
371,077
+14,846
98
$26.6M 0.33%
209,931
+7,416
99
$26.5M 0.33%
213,917
+12,971
100
$26.5M 0.33%
207,496
-98,083
2 3
4
5 6