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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53M 0.37%
777,254
+21,503
102
$52.9M 0.37%
305,264
+52,030
103
$52.5M 0.37%
367,155
-3,245
104
$52.4M 0.37%
294,614
+11,052
105
$51.8M 0.36%
467,394
+12,161
106
$51.7M 0.36%
385,132
-17,122
107
$51.7M 0.36%
243,397
-1,985
108
$51.5M 0.36%
369,532
+12,811
109
$51.4M 0.36%
408,177
+13,020
110
$51.3M 0.36%
619,652
-110,272
111
$51.2M 0.36%
420,640
+12,827
112
$50.8M 0.36%
239,310
-4,050
113
$50.7M 0.36%
1,629,118
-44,503
114
$50M 0.35%
656,337
+18,346
115
$49.2M 0.35%
317,246
-9,056
116
$49M 0.34%
194,820
+7,341
117
$48.9M 0.34%
612,944
+27,180
118
$48.6M 0.34%
232,014
+8,550
119
$48.5M 0.34%
773,757
-16,578
120
$47.7M 0.33%
277,520
+48,312
121
$46.8M 0.33%
614,523
-11,897
122
$46.8M 0.33%
276,134
-721
123
$46.3M 0.32%
284,821
+10,913
124
$46.2M 0.32%
224,741
+179,829
125
$46.2M 0.32%
618,103
+105,265
3 4
5
6 7