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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.9M 0.37%
398,269
-61,830
102
$19.9M 0.37%
734,678
-245,998
103
$19.7M 0.37%
185,877
-64,658
104
$19.6M 0.36%
684,587
-123,348
105
$19.6M 0.36%
426,935
-127,236
106
$19.5M 0.36%
727,136
-273,276
107
$19.5M 0.36%
323,870
-493,173
108
$19.5M 0.36%
800,916
-274,184
109
$19.2M 0.36%
1,527,324
-500,839
110
$19.2M 0.36%
458,722
-211,465
111
$19.1M 0.35%
499,537
-187,999
112
$19M 0.35%
521,162
-146,348
113
$18.9M 0.35%
169,796
-187,423
114
$18.9M 0.35%
411,337
-133,150
115
$18.8M 0.35%
1,087,110
-251,047
116
$18.7M 0.35%
347,704
-18,273
117
$18.2M 0.34%
+299,306
118
$18.2M 0.34%
551,046
-174,107
119
$18M 0.33%
+316,354
120
$18M 0.33%
175,471
+464
121
$17.9M 0.33%
198,796
-417
122
$17.8M 0.33%
1,078,394
-355,940
123
$17.7M 0.33%
346,553
+98,603
124
$17.6M 0.33%
+857,873
125
$17.6M 0.33%
487,970
-151,913
3 4
5
6 7