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
$6.59B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$18.8M
3
+$14.5M
4
MANH icon
Manhattan Associates
MANH
+$13.4M
5
FWRD icon
Forward Air
FWRD
+$10.6M

Top Sells

1
+$32.6M
2
+$17.3M
3
+$17M
4
IPCC
Infinity Property & Casualty C
IPCC
+$14.3M
5
LHO
LaSalle Hotel Properties
LHO
+$10.9M

Sector Composition

1 Financials 19.77%
2 Healthcare 16.02%
3 Technology 15.72%
4 Industrials 14.05%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$171M 2.59%
4,072,768
-41,148
2
$164M 2.48%
1,793,621
-30,984
3
$138M 2.09%
2,666,300
+12,360
4
$124M 1.89%
1,131,722
-1,180
5
$107M 1.62%
503,977
-33,274
6
$104M 1.58%
678,879
-12,101
7
$104M 1.58%
810,599
+255
8
$98.5M 1.5%
536,892
-14,728
9
$96.2M 1.46%
510,320
-6,092
10
$94M 1.43%
621,587
+1,779
11
$92.7M 1.41%
775,267
-8,312
12
$86.6M 1.31%
964,513
-21,761
13
$85.2M 1.29%
543,861
-12,732
14
$79.1M 1.2%
697,127
-757
15
$78M 1.18%
1,544,097
+15,867
16
$77.6M 1.18%
1,167,267
-18,236
17
$76.1M 1.16%
566,256
-10,061
18
$75.8M 1.15%
1,656,049
-5,826
19
$75.2M 1.14%
2,200,995
-67,377
20
$71M 1.08%
1,654,228
-61,979
21
$70.5M 1.07%
1,564,849
+416,216
22
$68.8M 1.04%
321,544
-1,540
23
$64.2M 0.97%
399,001
-12,535
24
$63.3M 0.96%
614,268
-12,844
25
$61.3M 0.93%
503,147
-598
1
2 3 4 5