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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.1M 0.25%
718,182
+5,070
152
$17M 0.25%
487,664
-12,815
153
$17M 0.25%
1,034,626
+60,655
154
$16.4M 0.24%
492,998
-14,959
155
$16.4M 0.24%
766,524
-21,960
156
$16M 0.24%
398,255
+15,105
157
$15.5M 0.23%
1,255,770
+63,600
158
$14.7M 0.22%
121,123
-3,420
159
$14.3M 0.21%
397,221
-9,735
160
$14M 0.21%
434,315
-12,332
161
$13.8M 0.21%
819,816
-26,779
162
$13.7M 0.2%
454,316
-9,175
163
$13.6M 0.2%
203,099
-5,137
164
$13.4M 0.2%
626,303
+232,778
165
$13.1M 0.2%
121,660
+100
166
$12.4M 0.18%
733,069
-19,245
167
$12.1M 0.18%
184,944
-2,400
168
$12M 0.18%
154,916
+11,003
169
$11.7M 0.17%
758,968
-737,728
170
$11.5M 0.17%
321,274
-65,040
171
$11.5M 0.17%
175,125
+6,025
172
$11.1M 0.17%
669,540
+165,444
173
$11M 0.16%
93,112
-86,693
174
$10.9M 0.16%
148,592
-8,866
175
$10.3M 0.15%
117,477
-23,892
5 6
7
8 9