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
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$188M 2.76%
4,057,788
-14,980
2
$175M 2.57%
1,778,023
-15,598
3
$149M 2.19%
2,674,700
+8,400
4
$118M 1.74%
1,135,198
+3,476
5
$117M 1.72%
501,218
-2,759
6
$110M 1.61%
671,895
-6,984
7
$106M 1.56%
509,040
-1,280
8
$102M 1.5%
771,087
-4,180
9
$98.7M 1.45%
813,385
+2,786
10
$93.4M 1.37%
696,292
-835
11
$92.7M 1.36%
1,162,891
-4,376
12
$90.3M 1.33%
967,310
+2,797
13
$88.2M 1.29%
536,240
-652
14
$83.9M 1.23%
620,977
-610
15
$80.3M 1.18%
566,457
+201
16
$79.1M 1.16%
322,330
+786
17
$78.4M 1.15%
1,567,552
+23,455
18
$74.5M 1.09%
537,977
-5,884
19
$72.2M 1.06%
1,638,789
-17,260
20
$71.9M 1.06%
1,593,514
+28,665
21
$69.7M 1.02%
2,124,135
-76,860
22
$68M 1%
1,579,980
-74,248
23
$67M 0.98%
396,691
-2,310
24
$65.1M 0.96%
768,192
-2,072
25
$63.6M 0.93%
617,833
+3,565
1
2 3 4 5