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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.7M 0.25%
286,502
+20,991
127
$16.6M 0.24%
285,654
+1,300
128
$15.8M 0.23%
153,571
-2,325
129
$15.8M 0.23%
432,918
-10,606
130
$15.8M 0.23%
275,997
+4,058
131
$15.7M 0.23%
699,808
+5,557
132
$15.7M 0.23%
269,992
-6,564
133
$15.6M 0.23%
121,841
+8,134
134
$15.6M 0.23%
197,782
-115
135
$15.4M 0.23%
179,145
-3,797
136
$15.4M 0.23%
459,057
-14,734
137
$15.3M 0.22%
77,032
+4,394
138
$15.2M 0.22%
257,948
+57,851
139
$15M 0.22%
116,947
+19,655
140
$14.8M 0.22%
314,091
-6,944
141
$14.3M 0.21%
182,962
-3,808
142
$14.3M 0.21%
268,189
+7,577
143
$13.8M 0.2%
47,141
-956
144
$13.6M 0.2%
81,795
+3,580
145
$13.6M 0.2%
140,934
-3,310
146
$13.5M 0.2%
539,216
+6,100
147
$13.5M 0.2%
179,416
-4,164
148
$13.3M 0.2%
182,165
+17,564
149
$13.3M 0.2%
200,837
+12,880
150
$13.3M 0.19%
391,617
-13,304
4 5
6
7 8