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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.78M 0.11%
53,981
-11,792
202
$8.65M 0.11%
171,147
+7,306
203
$8.59M 0.11%
40,861
-4,468
204
$8.36M 0.1%
+126,178
205
$8.15M 0.1%
124,398
+5,318
206
$8.07M 0.1%
120,539
+2,113
207
$8.03M 0.1%
261,996
+11,548
208
$7.94M 0.1%
151,552
+6,315
209
$7.5M 0.09%
629,016
-327,821
210
$7.4M 0.09%
73,282
-1,450
211
$7.26M 0.09%
46,100
-840
212
$7.25M 0.09%
43,850
+891
213
$7.11M 0.09%
101,446
+1,674
214
$7.06M 0.09%
85,232
-435
215
$6.91M 0.09%
159,787
+40,235
216
$6.82M 0.09%
47,104
217
$6.65M 0.08%
267,308
+11,604
218
$6.58M 0.08%
94,855
+19,925
219
$6.43M 0.08%
212,674
+8,844
220
$6.26M 0.08%
62,995
+175
221
$6.14M 0.08%
199,800
-60,915
222
$6.06M 0.08%
83,125
-263
223
$6.02M 0.07%
55,287
-375
224
$5.98M 0.07%
45,306
+25
225
$5.96M 0.07%
219,594
+9,787
7 8
9
10 11