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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26.7M 0.28%
246,724
+1,329
127
$26.6M 0.28%
91,793
+87,688
128
$26.6M 0.28%
22,408
+2,304
129
$26.5M 0.28%
356,355
-17,095
130
$26.3M 0.28%
149,434
+328
131
$26M 0.28%
225,196
+2,121
132
$26M 0.28%
1,525,285
+5,220
133
$25.9M 0.28%
39,164
-311
134
$25.5M 0.27%
145,673
-945
135
$24.9M 0.27%
474,945
-125,969
136
$24.8M 0.26%
173,071
+3,624
137
$24.8M 0.26%
698,519
-308,464
138
$24.6M 0.26%
404,584
+126,763
139
$24.5M 0.26%
166,131
+3,379
140
$24.5M 0.26%
353,297
-1,121
141
$23.8M 0.25%
585,208
-9,075
142
$23.5M 0.25%
241,792
+490
143
$23.4M 0.25%
426,762
+481
144
$22.1M 0.24%
253,555
-5,445
145
$22M 0.23%
354,104
-3,848
146
$21.7M 0.23%
394,451
-30,264
147
$21.3M 0.23%
39,952
+499
148
$21.2M 0.23%
754,495
+1,630
149
$20.9M 0.22%
888,296
+221,670
150
$20M 0.21%
51,550
+116
4 5
6
7 8