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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$26.3M
3
+$19.4M
4
NHI icon
National Health Investors
NHI
+$18.2M
5
DST
DST Systems Inc.
DST
+$18M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
WST icon
West Pharmaceutical
WST
+$29.7M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96M 1.78%
1,731,109
+54,561
2
$91.6M 1.7%
3,481,692
+3,540
3
$90.8M 1.68%
1,452,399
-95,901
4
$82.5M 1.53%
510,673
-5,378
5
$78M 1.45%
759,760
-2,356
6
$73M 1.35%
485,700
-7,842
7
$69.4M 1.29%
970,385
-12,660
8
$69.1M 1.28%
950,530
-154,173
9
$67M 1.24%
353,448
-2,100
10
$66.6M 1.24%
1,126,124
-16,011
11
$64.2M 1.19%
848,026
-7,495
12
$62.6M 1.16%
308,798
+2,412
13
$61.9M 1.15%
491,170
+1,557
14
$61.5M 1.14%
931,040
+13,970
15
$58.3M 1.08%
629,505
-8,030
16
$58.2M 1.08%
665,803
-140
17
$57.3M 1.06%
432,319
-81,601
18
$57.1M 1.06%
1,506,120
+285,220
19
$57M 1.06%
1,059,903
-13,555
20
$55.5M 1.03%
555,176
-11,961
21
$54.9M 1.02%
647,943
-2,631
22
$52.2M 0.97%
672,934
+34,085
23
$50.8M 0.94%
652,217
-6,002
24
$50.7M 0.94%
531,568
-5,575
25
$50.6M 0.94%
1,794,622
+138,380
1
2 3 4 5