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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT icon
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30.8M 0.46%
470,704
-12,821
102
$30.5M 0.45%
984,731
-144,136
103
$30.1M 0.45%
432,770
-87,010
104
$29.9M 0.44%
1,196,938
+21,650
105
$29.7M 0.44%
234,958
-1,549
106
$29.7M 0.44%
1,450,165
+297,039
107
$29.5M 0.44%
371,071
+94,315
108
$29.4M 0.44%
148,255
-2,520
109
$29.4M 0.44%
1,129,188
-3,223
110
$29.1M 0.43%
1,559,482
-39,018
111
$29M 0.43%
319,693
+2,473
112
$28.9M 0.43%
678,468
+173,879
113
$28.9M 0.43%
307,526
+101,240
114
$28.7M 0.43%
879,696
-6,457
115
$27.9M 0.41%
118,265
-1,233
116
$27.7M 0.41%
64,742
-1,481
117
$27.3M 0.41%
379,099
+7,267
118
$26.1M 0.39%
241,007
+7,095
119
$26M 0.39%
1,194,599
-22,054
120
$25.8M 0.38%
536,975
-14,341
121
$25.8M 0.38%
207,192
-7,612
122
$25.7M 0.38%
764,701
+59,702
123
$25.5M 0.38%
261,364
-16,228
124
$25.3M 0.38%
1,129,764
-1,571
125
$24.9M 0.37%
752,590
-8,687
3 4
5
6 7