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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.29M 0.11%
60,294
+1,163
202
$7.28M 0.11%
86,443
+32,133
203
$7.26M 0.11%
63,413
+149
204
$7M 0.11%
74,710
-252
205
$6.96M 0.11%
207,320
+31,162
206
$6.95M 0.11%
208,255
+32,266
207
$6.88M 0.1%
51,034
-127,971
208
$6.83M 0.1%
141,011
+3,015
209
$6.66M 0.1%
27,763
-13,113
210
$6.63M 0.1%
393,585
-24,441
211
$6.5M 0.1%
29,564
-12,754
212
$5.91M 0.09%
49,827
-4,931
213
$5.88M 0.09%
59,237
+436
214
$5.85M 0.09%
245,378
-17,850
215
$5.7M 0.09%
47,850
-33,842
216
$5.6M 0.08%
137,252
-734
217
$5.57M 0.08%
57,033
+40
218
$5.46M 0.08%
294,491
-34,384
219
$5.39M 0.08%
233,916
+17,745
220
$5.37M 0.08%
70,475
+50
221
$5M 0.08%
+59,426
222
$4.82M 0.07%
43,856
-691
223
$4.74M 0.07%
55,857
-3,705
224
$4.72M 0.07%
19,496
+1,465
225
$4.71M 0.07%
62,030
-875
7 8
9
10 11