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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18M 0.16%
350,472
-1,760
177
$17.3M 0.15%
429,245
+7,063
178
$17.2M 0.15%
30,772
-190
179
$17M 0.15%
574,275
-88,630
180
$16.8M 0.15%
644,443
-5,528
181
$16.3M 0.14%
228,457
-33,760
182
$15.8M 0.14%
334,432
-2,101
183
$15.5M 0.14%
139,981
-3,773
184
$15.4M 0.14%
198,352
-1,017
185
$15.3M 0.13%
199,698
-2,100
186
$15M 0.13%
381,914
+73,145
187
$14.6M 0.13%
258,840
-2,400
188
$14.4M 0.13%
61,336
+27
189
$13.1M 0.12%
256,240
+35,295
190
$12.9M 0.11%
111,264
+60
191
$12.5M 0.11%
47,705
+11,965
192
$11.7M 0.1%
282,000
-402,126
193
$11.5M 0.1%
154,616
-736
194
$11.4M 0.1%
77,758
+3,100
195
$11.1M 0.1%
115,265
-2,271
196
$11M 0.1%
61,481
-350
197
$10.7M 0.09%
84,582
-820
198
$10.5M 0.09%
31,057
-946
199
$10.5M 0.09%
125,553
-29,395
200
$10.1M 0.09%
121,317
6 7
8
9 10