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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.81M 0.18%
560,955
-144,921
177
$9.47M 0.18%
566,694
-228,594
178
$9.28M 0.17%
177,007
-23,925
179
$9.27M 0.17%
217,256
-156,387
180
$9.11M 0.17%
408,563
-5,917
181
$8.91M 0.17%
158,681
-10,596
182
$8.77M 0.16%
141,065
-73,710
183
$8.75M 0.16%
53,798
+106
184
$8.74M 0.16%
388,648
-158,612
185
$8.6M 0.16%
193,354
-25,096
186
$8.51M 0.16%
55,450
-5,192
187
$8.32M 0.15%
275,235
-107,310
188
$8.2M 0.15%
68,553
+1,464
189
$8.08M 0.15%
306,750
-4,650
190
$7.92M 0.15%
104,724
+2,624
191
$7.91M 0.15%
81,617
+1,722
192
$7.89M 0.15%
439,134
-196,799
193
$7.84M 0.15%
110,281
+6,872
194
$7.7M 0.14%
203,600
-7,100
195
$7.25M 0.13%
174,466
-42,316
196
$7.06M 0.13%
210,456
-1,088
197
$6.97M 0.13%
69,500
+19,305
198
$6.95M 0.13%
269,870
-180,621
199
$6.83M 0.13%
95,267
-119
200
$6.78M 0.13%
463,038
-151,401
6 7
8
9 10