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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.95M 0.09%
63,575
+15,675
202
$9.32M 0.08%
57,715
+9,135
203
$9.03M 0.08%
216,605
-1,436
204
$8.94M 0.08%
229,358
-20,361
205
$8.87M 0.08%
63,510
-8,155
206
$8.84M 0.08%
18,840
-210
207
$8.4M 0.07%
89,390
+22,300
208
$8.36M 0.07%
50,588
+16,425
209
$8.33M 0.07%
223,448
-1,528
210
$8.3M 0.07%
104,281
+2,532
211
$8.22M 0.07%
23,409
212
$8.12M 0.07%
+34,515
213
$7.74M 0.07%
32,054
+8,135
214
$7.67M 0.07%
155,960
-11,475
215
$7.56M 0.07%
52,122
+85
216
$7.49M 0.07%
283,390
+42,990
217
$7.2M 0.06%
201,000
218
$7.15M 0.06%
235,680
-2,160
219
$7.15M 0.06%
27,745
-195
220
$6.65M 0.06%
45,685
+1,505
221
$6.44M 0.06%
36,521
+726
222
$5.89M 0.05%
53,624
-344
223
$5.76M 0.05%
17,669
+341
224
$5.67M 0.05%
99,598
+12,575
225
$5.66M 0.05%
98,950
+25,340
7 8
9
10 11