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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.4M 0.33%
275,446
+129,504
102
$26.3M 0.33%
600,914
+4,138
103
$26.2M 0.33%
316,202
+3,211
104
$26.1M 0.33%
162,493
+7,197
105
$25.8M 0.32%
223,075
+77,125
106
$25.6M 0.32%
283,203
-182,989
107
$25.3M 0.32%
576,845
+24,391
108
$25M 0.31%
505,161
+22,152
109
$24.7M 0.31%
752,906
+268,845
110
$24.6M 0.31%
39,475
-242
111
$24.3M 0.3%
259,000
-9,280
112
$24M 0.3%
604,239
+26,757
113
$23.8M 0.3%
140,053
+1,510
114
$23.7M 0.29%
20,104
+4,255
115
$23.4M 0.29%
424,715
+1,908
116
$23.3M 0.29%
127,406
+44,632
117
$23.2M 0.29%
373,450
-9,866
118
$23M 0.29%
398,347
+17,657
119
$22.8M 0.28%
208,965
+1,882
120
$22.8M 0.28%
165,476
+19,020
121
$22.5M 0.28%
426,281
+3,859
122
$22.5M 0.28%
261,381
-129,001
123
$22.3M 0.28%
438,915
-2,227
124
$22.2M 0.28%
+170,585
125
$22.2M 0.28%
254,764
+54,748
3 4
5
6 7