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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.3M 0.15%
146,541
+5,288
177
$10.2M 0.15%
159,451
+98,915
178
$9.81M 0.15%
380,461
+19,719
179
$9.47M 0.14%
259,388
-268,584
180
$9.4M 0.14%
98,250
+3,509
181
$9.22M 0.14%
133,542
+3,188
182
$9.04M 0.13%
116,546
+3,188
183
$8.94M 0.13%
144,259
+586
184
$8.64M 0.13%
+189,989
185
$8.07M 0.12%
64,235
-22,800
186
$7.91M 0.12%
61,426
-94,993
187
$7.71M 0.11%
302,466
-215,100
188
$7.34M 0.11%
284,170
-102,150
189
$7.1M 0.11%
211,110
-104
190
$6.76M 0.1%
195,650
+15,900
191
$6.63M 0.1%
135,493
+3,726
192
$6.04M 0.09%
55,988
+6,437
193
$5.88M 0.09%
206,091
-1,383,392
194
$5.86M 0.09%
153,620
+56,420
195
$5.83M 0.09%
86,175
+5,679
196
$5.51M 0.08%
94,328
+54,597
197
$5.47M 0.08%
56,214
-745
198
$5.35M 0.08%
50,135
+2,429
199
$5.04M 0.07%
+146,780
200
$4.96M 0.07%
67,992
+2,949
6 7
8
9 10