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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.4M 0.16%
230,701
-47,200
177
$15.4M 0.16%
289,014
-4,495
178
$15.3M 0.16%
77,532
-4,489
179
$15.2M 0.16%
854,069
-18,825
180
$15.1M 0.16%
341,333
+845
181
$15M 0.16%
211,692
+134
182
$14.7M 0.16%
623,050
-293,454
183
$14.5M 0.16%
324,663
+62,667
184
$14.5M 0.15%
198,329
-125,410
185
$14.4M 0.15%
205,519
+239
186
$14.3M 0.15%
+148,794
187
$14M 0.15%
88,392
+1,070
188
$14M 0.15%
327,438
-3,816
189
$13.5M 0.14%
191,128
-1,621
190
$13.1M 0.14%
140,795
-1,945
191
$13M 0.14%
169,867
-1,280
192
$12.5M 0.13%
148,465
-1,363
193
$12.4M 0.13%
567,105
+185,205
194
$12.3M 0.13%
148,376
+83
195
$12.3M 0.13%
92,372
+3,720
196
$11.9M 0.13%
163,350
+61,904
197
$11.6M 0.12%
287,698
-4,063
198
$11.5M 0.12%
122,075
+961
199
$11.3M 0.12%
225,747
+65,960
200
$11.2M 0.12%
92,575
-23,005
6 7
8
9 10