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
$9.37B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$28.5M
3
+$25.5M
4
TROW icon
T. Rowe Price
TROW
+$22.1M
5
CRI icon
Carter's
CRI
+$19.5M

Top Sells

1
+$85.8M
2
+$66.5M
3
+$24.5M
4
JNPR
Juniper Networks
JNPR
+$13.7M
5
HST icon
Host Hotels & Resorts
HST
+$13.1M

Sector Composition

1 Technology 19.69%
2 Healthcare 16.31%
3 Industrials 14.81%
4 Financials 14.66%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11M 0.12%
218,970
+50,095
202
$10.8M 0.12%
416,054
-254,036
203
$10.7M 0.11%
+409,844
204
$10.6M 0.11%
120,731
+192
205
$10.5M 0.11%
130,086
-5,245
206
$10M 0.11%
126,951
+773
207
$10M 0.11%
122,769
-1,629
208
$9.88M 0.11%
36,803
-12,915
209
$8.98M 0.1%
51,306
-44,723
210
$8.81M 0.09%
54,401
+420
211
$8.63M 0.09%
72,812
-470
212
$7.92M 0.08%
96,630
+1,775
213
$7.88M 0.08%
48,380
+2,280
214
$7.81M 0.08%
64,600
+1,605
215
$7.62M 0.08%
82,725
-400
216
$7.5M 0.08%
209,682
-2,992
217
$7.37M 0.08%
36,480
-4,381
218
$7.26M 0.08%
97,800
-965
219
$7.25M 0.08%
43,811
-39
220
$7.19M 0.08%
217,180
-2,414
221
$6.67M 0.07%
28,500
+315
222
$6.45M 0.07%
+37,670
223
$6.2M 0.07%
90,765
-1,650
224
$6.1M 0.07%
55,728
+441
225
$6.1M 0.07%
17,748
+344
7 8
9
10 11