BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.3M 0.17%
168,299
+8,010
177
$11.1M 0.16%
+271,421
178
$11.1M 0.16%
176,798
+10,857
179
$11M 0.16%
16,437
-2,980
180
$10.9M 0.16%
70,347
-1,467
181
$10.6M 0.16%
155,221
+8,177
182
$10.4M 0.15%
158,843
+9,432
183
$10.1M 0.15%
367,681
+25,399
184
$10M 0.15%
210,933
+12,846
185
$9.76M 0.14%
71,507
+4,375
186
$9.75M 0.14%
39,486
+9,922
187
$9.49M 0.14%
442,344
+26,338
188
$9.28M 0.14%
307,844
-7,419
189
$9.15M 0.13%
72,515
-525
190
$9.05M 0.13%
197,979
-4,454
191
$8.88M 0.13%
199,049
-4,840
192
$8.79M 0.13%
223,688
-93,333
193
$8.72M 0.13%
243,726
+20,633
194
$8.7M 0.13%
14,514
-740
195
$8.62M 0.13%
66,082
+5,788
196
$8.53M 0.13%
94,676
+8,233
197
$8.32M 0.12%
79,725
+4,651
198
$8.27M 0.12%
67,721
+4,308
199
$8.18M 0.12%
62,185
+5,152
200
$8.17M 0.12%
164,346
-2,815
6 7
8
9 10