BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.11M 0.12%
35,167
+2,709
202
$7.84M 0.12%
151,506
+10,495
203
$7.74M 0.11%
133,255
-3,122
204
$7.7M 0.11%
84,481
+25,055
205
$7.44M 0.11%
413,334
+19,749
206
$7.37M 0.11%
93,816
-75,341
207
$7.34M 0.11%
288,326
-6,165
208
$7.31M 0.11%
+501,462
209
$7.3M 0.11%
228,073
-5,662
210
$7.29M 0.11%
203,220
-5,035
211
$7.2M 0.11%
200,285
-7,035
212
$6.9M 0.1%
294,253
+60,337
213
$6.84M 0.1%
23,696
-4,067
214
$6.79M 0.1%
81,213
+6,503
215
$6.45M 0.09%
47,542
-2,285
216
$6.03M 0.09%
44,773
-6,261
217
$5.89M 0.09%
86,234
+20,325
218
$5.81M 0.09%
59,502
+265
219
$5.66M 0.08%
239,680
-5,698
220
$5.42M 0.08%
70,275
-200
221
$5.33M 0.08%
+80,216
222
$5.12M 0.08%
48,347
+4,491
223
$4.91M 0.07%
46,693
-1,157
224
$4.88M 0.07%
19,561
+65
225
$4.87M 0.07%
102,226
-35,026
7 8
9
10 11