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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.66M 0.12%
214,413
-78,750
202
$6.39M 0.12%
223,382
-92,590
203
$6.3M 0.12%
182,913
-7,125
204
$6.29M 0.12%
97,996
-89,669
205
$6.21M 0.12%
238,575
-2,073
206
$6.17M 0.11%
57,227
+842
207
$5.98M 0.11%
+333,672
208
$5.58M 0.1%
272,931
-377,880
209
$5.56M 0.1%
49,401
+44,933
210
$5.49M 0.1%
341,756
-202,364
211
$5.44M 0.1%
70,984
+2,054
212
$5.28M 0.1%
88,376
+5,111
213
$5.27M 0.1%
148,678
-3,850
214
$5.09M 0.09%
42,848
+1,397
215
$5.09M 0.09%
483,881
-201,540
216
$5.03M 0.09%
80,313
+14,710
217
$5.01M 0.09%
233,009
-1,348,945
218
$4.91M 0.09%
+215,918
219
$4.82M 0.09%
36,632
-3,441
220
$4.75M 0.09%
31,807
-1,120
221
$4.66M 0.09%
56,992
-1,000
222
$4.42M 0.08%
151,162
+10,312
223
$4.31M 0.08%
54,542
-3,925
224
$4.2M 0.08%
194,712
+54,669
225
$3.91M 0.07%
34,157
-113
7 8
9
10 11