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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.5M 0.24%
113,707
-400
127
$15.2M 0.23%
443,524
-30,156
128
$15.1M 0.23%
284,354
+1,100
129
$15M 0.23%
48,097
-211
130
$14.9M 0.23%
95,057
-5,863
131
$14.8M 0.22%
276,556
-18,947
132
$14.5M 0.22%
+186,770
133
$14.5M 0.22%
72,638
-79
134
$14.4M 0.22%
271,939
-11,921
135
$13.9M 0.21%
182,942
+31,506
136
$13.8M 0.21%
97,292
+1,033
137
$13.7M 0.21%
78,215
-9,902
138
$13.6M 0.21%
144,244
+45,330
139
$13.4M 0.2%
+321,035
140
$13.3M 0.2%
368,662
-3,769
141
$13.2M 0.2%
260,612
+56,068
142
$13.1M 0.2%
377,716
-26,854
143
$13M 0.2%
82,835
-25,685
144
$12.9M 0.2%
404,921
-28,150
145
$12.9M 0.2%
375,910
-26,421
146
$12.8M 0.19%
1,147,435
-78,640
147
$12.8M 0.19%
533,116
-25,198
148
$12.7M 0.19%
54,611
-17,117
149
$12.7M 0.19%
265,511
+48,055
150
$12.6M 0.19%
19,417
-131
4 5
6
7 8