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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19.9M 0.21%
371,203
-71,110
152
$19.8M 0.21%
212,741
+38,810
153
$19.6M 0.21%
215,154
-800
154
$19.5M 0.21%
127,546
+82,240
155
$19.3M 0.21%
617,297
-11,719
156
$18.5M 0.2%
253,591
+102,039
157
$18.4M 0.2%
588,390
-2,059
158
$18.3M 0.2%
276,477
+652
159
$18.2M 0.19%
182,627
+2,507
160
$17.5M 0.19%
313,691
+44,406
161
$17.3M 0.18%
827,699
+537,524
162
$17.1M 0.18%
378,167
+2,669
163
$17M 0.18%
235,778
-338,329
164
$16.9M 0.18%
26,340
-91
165
$16.9M 0.18%
84,032
+234
166
$16.8M 0.18%
175,510
-3,660
167
$16.6M 0.18%
338,742
-156
168
$16.6M 0.18%
78,162
-27,139
169
$16.4M 0.18%
730,217
-18,948
170
$16.4M 0.17%
109,201
-40,160
171
$16.3M 0.17%
506,593
-10,100
172
$16.2M 0.17%
64,943
+1,804
173
$16.2M 0.17%
341,953
+1,102
174
$15.9M 0.17%
+237,314
175
$15.8M 0.17%
383,496
-38,323
5 6
7
8 9