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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$49.8M 0.44%
959,780
-4,842
77
$49.7M 0.44%
693,157
-5,509
78
$49.2M 0.43%
625,256
-3,569
79
$49.2M 0.43%
662,015
-3,118
80
$48.5M 0.43%
1,189,223
-4,541
81
$48.5M 0.43%
292,864
-1,013
82
$48.1M 0.42%
+726,376
83
$47.7M 0.42%
380,245
+19,116
84
$46.4M 0.41%
195,045
+4,231
85
$46M 0.4%
291,490
-2,287
86
$44.9M 0.39%
286,832
-43,675
87
$44.7M 0.39%
1,327,707
+235,594
88
$44.4M 0.39%
556,241
+10,188
89
$44.3M 0.39%
245,027
+12,603
90
$43.6M 0.38%
236,143
+1,284
91
$43.3M 0.38%
1,278,445
-287,715
92
$42.8M 0.38%
528,791
+19,345
93
$42.6M 0.37%
480,234
-4,152
94
$42.3M 0.37%
465,629
+7,539
95
$41.9M 0.37%
512,696
+28,900
96
$41.8M 0.37%
212,077
-1,341
97
$41.8M 0.37%
730,460
-3,698
98
$41.8M 0.37%
402,042
-48,208
99
$41.7M 0.37%
363,047
-3,070
100
$41.5M 0.36%
123,323
+7,121
2 3
4
5 6