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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.6M 0.31%
730,136
+16,825
102
$19.8M 0.3%
712,733
-29,152
103
$19.6M 0.3%
358,033
-20,042
104
$19.5M 0.3%
266,424
-20,612
105
$19.5M 0.3%
447,421
-16,687
106
$19.4M 0.3%
235,441
-4,114
107
$19.3M 0.29%
347,250
-11,761
108
$19.3M 0.29%
221,464
-14,026
109
$19.2M 0.29%
918,534
-46,774
110
$19.2M 0.29%
317,660
-18,285
111
$19.1M 0.29%
191,055
+5,825
112
$19.1M 0.29%
468,814
-24,219
113
$19M 0.29%
494,798
+235,759
114
$18.9M 0.29%
153,576
-5,367
115
$18.8M 0.29%
195,849
-250
116
$18.7M 0.28%
416,399
-2,849
117
$18.4M 0.28%
408,503
-36,644
118
$18M 0.27%
200,022
-9,085
119
$17.8M 0.27%
156,135
+731
120
$17.2M 0.26%
1,289,922
+245,913
121
$17M 0.26%
340,442
-25,171
122
$16.4M 0.25%
155,896
-1,527
123
$15.9M 0.24%
197,897
-2,195
124
$15.9M 0.24%
109,667
-176
125
$15.7M 0.24%
694,251
-32,828
3 4
5
6 7