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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36.1M 0.25%
79,707
-383
152
$35.8M 0.25%
295,350
-5,202
153
$35.6M 0.25%
1,311,073
-21,611
154
$35.5M 0.25%
489,736
+18,398
155
$34.2M 0.24%
294,595
+11,163
156
$34.1M 0.24%
+1,256,679
157
$32.2M 0.23%
677,093
-13,149
158
$31.4M 0.22%
328,159
+12,213
159
$30.6M 0.21%
48,567
-202
160
$30.2M 0.21%
267,950
-4,612
161
$28.9M 0.2%
164,845
+30,840
162
$28.3M 0.2%
310,063
-509,021
163
$27.8M 0.2%
+27,102
164
$27.8M 0.19%
512,211
-131,133
165
$26.8M 0.19%
334,132
+11,549
166
$26.5M 0.19%
947,360
-228,717
167
$26.4M 0.19%
+107,950
168
$25.6M 0.18%
+483,572
169
$24.7M 0.17%
112,566
+82,679
170
$24.4M 0.17%
418,568
-6,750
171
$23.2M 0.16%
165,758
+154
172
$22.8M 0.16%
1,367,376
-40,695
173
$22.8M 0.16%
272,939
+84,584
174
$22.5M 0.16%
62,152
-2,220
175
$21M 0.15%
387,445
-6,159
5 6
7
8 9