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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.5M 0.19%
187,957
+1,576
152
$12.5M 0.19%
91,147
+3
153
$12.4M 0.19%
165,941
-7
154
$12.4M 0.19%
110,686
+523
155
$12.3M 0.19%
264,309
-15,600
156
$12.3M 0.19%
183,580
-11,582
157
$12.2M 0.18%
113,993
-8,543
158
$12.1M 0.18%
122,454
-707
159
$12M 0.18%
180,827
+50,591
160
$11.9M 0.18%
112,094
-307
161
$11.9M 0.18%
157,135
-115
162
$11.8M 0.18%
462,018
+91,032
163
$11.7M 0.18%
86,591
-150
164
$11.7M 0.18%
473,791
-32,708
165
$11.6M 0.18%
233,735
-16,413
166
$11.6M 0.18%
202,284
+1,340
167
$11.5M 0.17%
73,229
-218
168
$11.4M 0.17%
245,592
-17,330
169
$11.2M 0.17%
165,523
-7,902
170
$11.2M 0.17%
60,737
+15,945
171
$11.1M 0.17%
136,343
+247
172
$11.1M 0.17%
155,738
+6,358
173
$11M 0.17%
355,004
-25,568
174
$10.8M 0.16%
115,935
+1,024
175
$10.8M 0.16%
317,021
-13,267
5 6
7
8 9