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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14M 0.26%
488,787
-183,497
152
$13.8M 0.26%
369,530
-80,709
153
$13.8M 0.26%
194,292
+48,596
154
$13.8M 0.26%
167,369
-2,281
155
$13.7M 0.25%
196,094
-5,467
156
$13.5M 0.25%
316,074
-1,940
157
$12.7M 0.24%
1,387,270
-517,612
158
$12.7M 0.24%
176,180
+1,830
159
$11.9M 0.22%
278,915
+55,145
160
$11.7M 0.22%
195,456
+60,005
161
$11.6M 0.22%
96,107
-925
162
$11.6M 0.22%
318,134
+98,026
163
$11.6M 0.22%
743,376
-253,322
164
$11.6M 0.22%
208,329
-68,190
165
$11.3M 0.21%
676,759
-436,737
166
$11.2M 0.21%
70,216
+926
167
$11.2M 0.21%
35,050
-8,967
168
$11.1M 0.21%
928,922
-384,504
169
$10.8M 0.2%
372,516
+357,125
170
$10.7M 0.2%
173,908
-5,125
171
$10.6M 0.2%
460,877
-23,334
172
$10.3M 0.19%
+132,607
173
$9.96M 0.18%
185,529
-46,751
174
$9.89M 0.18%
25,955
-8,671
175
$9.85M 0.18%
316,902
-125,988
5 6
7
8 9