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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.7M 0.08%
48,440
+42,118
202
$10.7M 0.08%
617,336
+16,503
203
$10.7M 0.07%
133,342
-3,872
204
$10.3M 0.07%
44,955
-434
205
$10.2M 0.07%
132,009
-550
206
$10M 0.07%
38,537
-243
207
$10M 0.07%
126,615
208
$9.18M 0.06%
48,833
+74
209
$8.85M 0.06%
185,029
-3,547
210
$8.03M 0.06%
28,111
-217
211
$8.01M 0.06%
23,362
-638
212
$7.96M 0.06%
+37,880
213
$7.81M 0.05%
53,405
-21,082
214
$7.75M 0.05%
62,558
-234
215
$7.66M 0.05%
14,677
-684
216
$7.56M 0.05%
33,425
-6
217
$7.55M 0.05%
32,919
+24
218
$7.16M 0.05%
61,715
-55
219
$7.09M 0.05%
112,444
+19,134
220
$6.97M 0.05%
68,318
-31,161
221
$6.76M 0.05%
41,476
-1,483
222
$6.44M 0.05%
100,912
-300
223
$5.63M 0.04%
24,305
-125
224
$5.38M 0.04%
28,688
-11,150
225
$5.33M 0.04%
47,133
+688
7 8
9
10 11