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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.9M 0.37%
1,225,118
+290,568
127
$24.7M 0.37%
721,313
-6,054
128
$24.3M 0.36%
293,284
-37,714
129
$24.1M 0.36%
1,181,764
-17,211
130
$23.6M 0.35%
179,831
-1,328
131
$23M 0.34%
+209,244
132
$22.1M 0.33%
788,598
-16,622
133
$22M 0.33%
+337,070
134
$22M 0.33%
1,280,938
-32,114
135
$21.9M 0.32%
182,440
-956
136
$21.8M 0.32%
859,885
-20,273
137
$21.5M 0.32%
414,250
+13,635
138
$21M 0.31%
596,121
-9,152
139
$20.9M 0.31%
669,292
-15,893
140
$20.1M 0.3%
1,302,947
-21,324
141
$20.1M 0.3%
251,737
-1,150
142
$19.8M 0.29%
+259,095
143
$19.7M 0.29%
249,991
-8,573
144
$19.1M 0.28%
485,831
-12,082
145
$19M 0.28%
304,245
+87,615
146
$18.9M 0.28%
725,034
+86,588
147
$18.1M 0.27%
463,227
-214
148
$17.4M 0.26%
516,288
-15,965
149
$17.3M 0.26%
479,100
-41,833
150
$17.1M 0.25%
+137,623
4 5
6
7 8