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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.4M 0.32%
293,368
-88,051
127
$17.3M 0.32%
371,565
-63,248
128
$17.3M 0.32%
815,716
+634,444
129
$17.3M 0.32%
438,639
-122,801
130
$17.1M 0.32%
+407,640
131
$17.1M 0.32%
528,869
-192,087
132
$16.8M 0.31%
705,696
-231,670
133
$16.8M 0.31%
336,926
-111,038
134
$16.3M 0.3%
498,911
-164,276
135
$16.3M 0.3%
180,993
-3,488
136
$16.3M 0.3%
331,385
-94,578
137
$16.2M 0.3%
326,149
-124,131
138
$16.2M 0.3%
394,369
-150
139
$15.7M 0.29%
398,865
-142,965
140
$15.5M 0.29%
201,203
-60,049
141
$15.5M 0.29%
306,351
-64,693
142
$15.3M 0.28%
61,305
-22,481
143
$14.8M 0.27%
299,197
-119,333
144
$14.7M 0.27%
134,970
-305
145
$14.6M 0.27%
459,599
-495,084
146
$14.5M 0.27%
200,264
-68,847
147
$14.4M 0.27%
433,238
-122,293
148
$14.3M 0.27%
188,130
-6,458
149
$14.3M 0.26%
724,899
-683
150
$14.2M 0.26%
218,804
-80,285
4 5
6
7 8