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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT icon
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.2M 1.28%
1,046,454
+11,810
2
$82.2M 1.22%
841,796
-33,084
3
$78.2M 1.16%
309,346
+3,445
4
$76.3M 1.13%
1,798,793
-5,063
5
$71.7M 1.07%
1,750,135
+2,235
6
$71.2M 1.06%
875,342
-13,128
7
$67.1M 1%
1,106,615
-33,742
8
$67M 0.99%
1,812,950
-8,670
9
$66.8M 0.99%
837,406
+4,938
10
$66.6M 0.99%
482,486
-56,675
11
$66.1M 0.98%
3,445,652
+20,944
12
$64.9M 0.96%
1,472,631
-31,115
13
$63.4M 0.94%
1,043,527
-24,350
14
$62.2M 0.92%
964,031
-23,419
15
$62M 0.92%
543,205
+1,384
16
$62M 0.92%
664,079
+4,030
17
$61.7M 0.92%
867,811
-58,192
18
$61.3M 0.91%
549,048
+2,920
19
$60.3M 0.9%
675,437
-1,720
20
$60.1M 0.89%
900,335
-4,618
21
$59.6M 0.89%
1,006,024
-18,221
22
$59.5M 0.88%
2,610,167
-55,371
23
$59.4M 0.88%
624,832
-14,400
24
$59.1M 0.88%
1,214,391
-23,005
25
$58.6M 0.87%
727,213
+1,276
1
2 3 4 5