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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$46M 0.32%
518,675
-13,138
127
$45.6M 0.32%
739,284
-30,077
128
$45.5M 0.32%
202,155
-22,588
129
$45.3M 0.32%
899,061
-614,914
130
$44.7M 0.31%
134,575
+4,920
131
$44.5M 0.31%
289,531
+30,900
132
$44.3M 0.31%
463,087
-6,240
133
$44.2M 0.31%
390,926
-227,901
134
$43.6M 0.31%
140,062
+4,913
135
$43.1M 0.3%
256,934
-838
136
$42.4M 0.3%
1,323,619
-27,820
137
$42M 0.29%
359,823
+77,221
138
$42M 0.29%
554,516
-32,802
139
$41.8M 0.29%
874,081
+191,465
140
$40.1M 0.28%
222,519
+8,374
141
$39.9M 0.28%
285,106
+63,306
142
$39.5M 0.28%
32,314
-628
143
$38.9M 0.27%
606,743
-12,570
144
$38.8M 0.27%
906,551
+29,280
145
$38.5M 0.27%
219,547
+8,133
146
$37.7M 0.26%
204,483
+8,338
147
$37.5M 0.26%
64,040
+7,824
148
$37.1M 0.26%
120,858
-2,164
149
$37M 0.26%
519,072
-7,988
150
$36.3M 0.26%
978,920
+439,281
4 5
6
7 8