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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34M 0.3%
237,174
+45,043
127
$33.8M 0.3%
1,015,014
+21,557
128
$32.8M 0.29%
238,598
+4,953
129
$32.3M 0.28%
395,656
-826
130
$32.2M 0.28%
194,180
-743
131
$32.1M 0.28%
283,173
+6,572
132
$31.7M 0.28%
374,909
-1,660
133
$30.9M 0.27%
175,903
+2,562
134
$30.6M 0.27%
140,589
+40,316
135
$30.4M 0.27%
615,013
+71,477
136
$29.5M 0.26%
583,790
-7,692
137
$29.3M 0.26%
126,598
+1,650
138
$29.2M 0.26%
399,981
-2,276
139
$28.9M 0.25%
282,046
-440
140
$28.8M 0.25%
263,805
-2,505
141
$28.2M 0.25%
123,342
-17,022
142
$27.7M 0.24%
461,695
+25,696
143
$27.7M 0.24%
263,865
-1,343
144
$27.6M 0.24%
522,595
-12,426
145
$27.3M 0.24%
151,918
+650
146
$27.2M 0.24%
472,958
+5,192
147
$26.8M 0.24%
220,897
-169,891
148
$26.7M 0.24%
232,421
-1,594
149
$26.7M 0.23%
86,380
-1,415
150
$26.1M 0.23%
149,523
+135,132
4 5
6
7 8