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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26M 0.23%
421,700
+4,066
152
$25.7M 0.23%
116,694
+114,217
153
$25.6M 0.23%
81,196
-8,072
154
$25.4M 0.22%
227,065
-6,091
155
$23.6M 0.21%
207,318
-1,385
156
$23.4M 0.21%
816,211
-19,719
157
$23.3M 0.2%
329,712
+30,625
158
$23.2M 0.2%
288,219
+22,435
159
$23M 0.2%
+502,346
160
$22.9M 0.2%
86,726
-20,059
161
$22.7M 0.2%
288,523
+21,050
162
$22.7M 0.2%
269,448
-6,387
163
$22.1M 0.19%
107,486
-66,548
164
$22M 0.19%
240,491
+1,801
165
$21.9M 0.19%
296,751
-6,863
166
$21.7M 0.19%
279,773
+22,696
167
$21.7M 0.19%
297,641
-86,006
168
$20.5M 0.18%
210,311
-1,930
169
$20.4M 0.18%
384,339
-1,791
170
$19.9M 0.18%
172,866
+196
171
$19.6M 0.17%
85,754
+1,429
172
$19.4M 0.17%
207,829
+93,051
173
$18.5M 0.16%
206,623
-67,923
174
$18.4M 0.16%
55,545
-5,550
175
$18.2M 0.16%
136,251
+1,876
5 6
7
8 9