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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.4M 0.34%
202,582
-4,914
102
$31.1M 0.33%
612,947
-2,991
103
$31M 0.33%
449,881
-3,120
104
$31M 0.33%
882,404
+129,498
105
$30.8M 0.33%
494,177
+151,261
106
$30.5M 0.33%
111,861
-23,475
107
$30.3M 0.32%
135,525
-4,528
108
$30.3M 0.32%
255,172
+408
109
$30.2M 0.32%
755,442
-67,823
110
$30M 0.32%
382,507
+11,430
111
$29.6M 0.32%
130,529
-226
112
$29.4M 0.31%
323,469
+7,267
113
$29M 0.31%
782,216
+602
114
$29M 0.31%
392,940
-5,407
115
$28.9M 0.31%
124,865
-37,628
116
$28.5M 0.3%
+75,014
117
$28.4M 0.3%
302,232
+150
118
$28.3M 0.3%
841,439
+851
119
$28M 0.3%
203,340
-5,625
120
$28M 0.3%
262,280
+899
121
$28M 0.3%
363,800
-379
122
$27M 0.29%
81,181
-21
123
$26.9M 0.29%
283,314
+111
124
$26.9M 0.29%
125,556
-1,850
125
$26.8M 0.29%
1,156,744
-1,883
3 4
5
6 7