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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17M 0.21%
342,916
-20,946
152
$17M 0.21%
1,158,627
+258,630
153
$16.6M 0.21%
149,361
-53,033
154
$16.5M 0.21%
26,431
+1,131
155
$16.5M 0.21%
96,029
-365,682
156
$16.3M 0.2%
277,901
-33,004
157
$16.1M 0.2%
83,798
+729
158
$16M 0.2%
180,120
+1,889
159
$16M 0.2%
241,302
+2,570
160
$15.9M 0.2%
277,821
+12,257
161
$15.7M 0.2%
82,021
-29,529
162
$15.6M 0.19%
+872,894
163
$15.4M 0.19%
340,851
+3,241
164
$15.3M 0.19%
173,931
+26,349
165
$14.5M 0.18%
421,819
-16,415
166
$14.3M 0.18%
63,139
+989
167
$14.3M 0.18%
338,898
+62,173
168
$14.3M 0.18%
327,224
+3,698
169
$13.7M 0.17%
638,346
+6,009
170
$13.6M 0.17%
269,285
+12,091
171
$13.3M 0.17%
375,498
+17,016
172
$13.3M 0.17%
916,504
+32,558
173
$13.2M 0.16%
340,488
+119,085
174
$13.1M 0.16%
1,210,724
+12,758
175
$12.9M 0.16%
+670,090
5 6
7
8 9