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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40.7M 0.36%
249,850
-1,367
102
$39.9M 0.35%
1,969,184
-41,958
103
$39.6M 0.35%
352,687
-1,749
104
$39M 0.34%
464,828
-58,750
105
$38.9M 0.34%
562,077
+11,453
106
$38.7M 0.34%
116,992
-1,077
107
$38.3M 0.34%
154,501
+5,730
108
$37.9M 0.33%
662,673
+36,509
109
$37.5M 0.33%
1,846,281
+487,962
110
$36.9M 0.32%
243,287
+1,907
111
$36.9M 0.32%
288,137
+19,874
112
$36.7M 0.32%
233,093
-6,842
113
$36.1M 0.32%
144,569
-343
114
$35.9M 0.32%
148,140
+1,765
115
$35.6M 0.31%
734,613
-3,507
116
$35.4M 0.31%
325,111
-1,533
117
$35.4M 0.31%
252,137
+4,306
118
$35.1M 0.31%
440,738
-2,183
119
$35M 0.31%
181,425
-761
120
$35M 0.31%
236,659
+18,280
121
$34.5M 0.3%
1,220,119
-1,346
122
$34.5M 0.3%
365,695
+22,301
123
$34.3M 0.3%
234,562
-1,153
124
$34.2M 0.3%
562,762
-4,832
125
$34.1M 0.3%
254,457
+790
3 4
5
6 7