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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.7M 0.16%
149,609
-9,842
177
$10.6M 0.16%
71,814
-4,283
178
$10.6M 0.16%
+200,097
179
$10.5M 0.16%
315,263
-22,252
180
$10.4M 0.16%
169,157
+723
181
$10.4M 0.16%
164,601
+23,075
182
$10.4M 0.16%
160,289
-680
183
$10.3M 0.16%
198,087
+502
184
$9.85M 0.15%
387,205
-4,563
185
$9.63M 0.15%
15,254
-822
186
$9.57M 0.15%
67,132
-4,307
187
$9.36M 0.14%
147,044
-1,740
188
$9.34M 0.14%
149,411
-161
189
$9.29M 0.14%
75,074
+442
190
$9.07M 0.14%
47,985
-17,512
191
$9.01M 0.14%
202,433
-13,230
192
$8.96M 0.14%
416,006
-361
193
$8.72M 0.13%
203,889
-13,364
194
$8.71M 0.13%
167,161
+9,374
195
$8.42M 0.13%
223,093
-6,084
196
$8.34M 0.13%
32,458
+196
197
$8.33M 0.13%
342,282
+1,451
198
$7.9M 0.12%
73,040
+2,379
199
$7.48M 0.11%
257,805
-376,147
200
$7.33M 0.11%
136,377
-8,803
6 7
8
9 10