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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20.9M 0.15%
282,372
+132,629
177
$20.8M 0.15%
198,338
+837
178
$19.5M 0.14%
67,352
-1,595
179
$19.3M 0.14%
133,413
-1,101
180
$18.1M 0.13%
198,818
-22,045
181
$17.9M 0.13%
435,965
+685
182
$17.4M 0.12%
79,279
-188
183
$17M 0.12%
219,895
-8,765
184
$16.8M 0.12%
87,222
-775
185
$16.7M 0.12%
550,717
-24,459
186
$16.6M 0.12%
42,770
-632
187
$14.2M 0.1%
164,983
-960
188
$13.4M 0.09%
27,548
+3,215
189
$12.9M 0.09%
23,932
+3,257
190
$12.5M 0.09%
326,244
-28,775
191
$12.3M 0.09%
217,110
+4,179
192
$12.3M 0.09%
68,265
+95
193
$11.9M 0.08%
216,508
-732
194
$11.8M 0.08%
97,384
-2,125
195
$11.5M 0.08%
261,114
-650
196
$11.1M 0.08%
32,882
-8,713
197
$11M 0.08%
72,930
+18,435
198
$10.9M 0.08%
116,146
-575
199
$10.9M 0.08%
25,073
-123
200
$10.9M 0.08%
271,744
+14,105
6 7
8
9 10