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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.3M 0.31%
414,968
-1,431
102
$21.3M 0.31%
154,106
+3,742
103
$20.9M 0.31%
232,744
-33,680
104
$20.8M 0.3%
190,061
-5,377
105
$20.7M 0.3%
712,288
-22,601
106
$20.3M 0.3%
217,970
-11,450
107
$20.1M 0.29%
116,263
+6,596
108
$20M 0.29%
479,543
+4,944
109
$20M 0.29%
132,779
-41,727
110
$19.8M 0.29%
+286,126
111
$19.6M 0.29%
469,471
+657
112
$19.6M 0.29%
238,761
+3,320
113
$19.4M 0.28%
1,244,796
-45,126
114
$19.4M 0.28%
221,572
+108
115
$19.2M 0.28%
123,036
-118
116
$18.4M 0.27%
201,536
+1,514
117
$18.3M 0.27%
434,032
-13,389
118
$18M 0.26%
561,172
+99,154
119
$17.8M 0.26%
374,950
+6,288
120
$17.8M 0.26%
195,774
-75
121
$17.8M 0.26%
197,205
+6,150
122
$17.5M 0.26%
229,162
-88,498
123
$17.4M 0.26%
155,127
+41,134
124
$17.2M 0.25%
57,270
+9,285
125
$16.7M 0.25%
331,862
-8,580
3 4
5
6 7