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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.2M 0.28%
453,001
+15,588
127
$22.1M 0.28%
240,189
+3,455
128
$21.6M 0.27%
752,865
+7,335
129
$21.3M 0.26%
169,447
+1,982
130
$20.9M 0.26%
364,179
+18,008
131
$20.9M 0.26%
354,418
-162,656
132
$20.7M 0.26%
245,395
+11,335
133
$20.2M 0.25%
615,938
+360,265
134
$20.1M 0.25%
1,520,065
+66,940
135
$19.7M 0.25%
302,082
-4,332
136
$19M 0.24%
162,752
+6,857
137
$19M 0.24%
39,453
-34,519
138
$18.7M 0.23%
780,431
+171,473
139
$18.5M 0.23%
323,739
+14,647
140
$18.3M 0.23%
594,283
+29,853
141
$18.3M 0.23%
149,106
+1,094
142
$18.3M 0.23%
357,952
-26,492
143
$18.2M 0.23%
442,313
+19,330
144
$18.2M 0.23%
109,768
+61,625
145
$18.2M 0.23%
146,618
+6,175
146
$18M 0.22%
590,449
-303,545
147
$17.4M 0.22%
179,170
-52,730
148
$17.3M 0.22%
105,301
-2,430
149
$17.2M 0.21%
215,954
-802
150
$17M 0.21%
749,165
+33,920
4 5
6
7 8