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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.4M 0.15%
205,280
+8,211
177
$12.4M 0.15%
121,114
+1,510
178
$12.4M 0.15%
51,434
-12,836
179
$12.1M 0.15%
211,558
+2,283
180
$12.1M 0.15%
275,825
+15,632
181
$12M 0.15%
87,322
-4,375
182
$11.9M 0.15%
293,509
+12,720
183
$11.7M 0.15%
49,718
-22,600
184
$11.6M 0.14%
435,517
+17,493
185
$11.4M 0.14%
142,740
-2,414
186
$11.3M 0.14%
331,254
+15,037
187
$11.3M 0.14%
115,580
-126,662
188
$11.2M 0.14%
516,693
+22,689
189
$11.1M 0.14%
666,626
+11,651
190
$10.9M 0.14%
192,749
+8,378
191
$10.9M 0.14%
328,967
+13,718
192
$10.8M 0.13%
149,828
-1,488
193
$10.8M 0.13%
+62,989
194
$10.7M 0.13%
88,652
+1,325
195
$10.1M 0.13%
234,640
-89,297
196
$9.81M 0.12%
148,293
+2,466
197
$9.11M 0.11%
49,947
-59,136
198
$9M 0.11%
291,761
+12,822
199
$8.87M 0.11%
135,331
-34,992
200
$8.8M 0.11%
168,875
+27,718
6 7
8
9 10