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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.78M 0.07%
143,574
+132,974
202
$4.73M 0.07%
95,500
-38,869
203
$4.64M 0.07%
114,246
-40,811
204
$4.51M 0.07%
43,431
-1,373
205
$4.17M 0.06%
137,486
-5,350
206
$4.17M 0.06%
33,589
-3,398
207
$4.15M 0.06%
51,918
+3,550
208
$3.99M 0.06%
51,788
-2,250
209
$3.33M 0.05%
96,337
+17,800
210
$2.95M 0.04%
297,750
-65,250
211
$2.82M 0.04%
92,590
-14,394
212
$2.72M 0.04%
51,805
-862
213
$2.69M 0.04%
35,305
-497
214
$2.63M 0.04%
66,325
-59,870
215
$2.59M 0.04%
31,887
-350
216
$2.57M 0.04%
47,403
-1,942
217
$2.53M 0.04%
42,900
-30,400
218
$2.37M 0.04%
60,491
-100
219
$2.33M 0.03%
31,647
-953
220
$2.32M 0.03%
45,150
+12,800
221
$2.32M 0.03%
51,047
+275
222
$2.32M 0.03%
47,200
+11,025
223
$2.29M 0.03%
40,800
224
$2.29M 0.03%
59,192
-573
225
$2.15M 0.03%
38,650
-1,275
7 8
9
10 11