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
$8.03B
AUM Growth
+$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$32M
3
+$28.2M
4
AKAM icon
Akamai
AKAM
+$24.7M
5
EA icon
Electronic Arts
EA
+$22.2M

Top Sells

1
+$62.9M
2
+$30.7M
3
+$19.4M
4
CHE icon
Chemed
CHE
+$16.6M
5
EXPD icon
Expeditors International
EXPD
+$16.6M

Sector Composition

1 Technology 19.75%
2 Healthcare 16.06%
3 Industrials 14.43%
4 Financials 12.73%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$361M 4.5%
3,117,027
-63,629
2
$316M 3.94%
1,502,470
+4,577
3
$185M 2.31%
2,518,820
-180
4
$140M 1.75%
395,615
-2,011
5
$140M 1.75%
620,705
-489
6
$130M 1.62%
651,154
+24,956
7
$124M 1.55%
991,216
-8,944
8
$98.7M 1.23%
2,126,327
+28,499
9
$96.5M 1.2%
691,860
-237
10
$94M 1.17%
631,672
-1,366
11
$92.3M 1.15%
468,667
-6,966
12
$89.2M 1.11%
392,963
-2,309
13
$88.9M 1.11%
1,921,156
-987
14
$86.7M 1.08%
278,170
+235
15
$86.4M 1.08%
897,429
-3,951
16
$85.5M 1.06%
410,285
+664
17
$82.7M 1.03%
496,048
-3,170
18
$80.8M 1.01%
967,019
-4,814
19
$79.4M 0.99%
572,687
+2,165
20
$78.6M 0.98%
1,316,810
-7,217
21
$77.7M 0.97%
686,500
+1,902
22
$75.5M 0.94%
551,420
+4,756
23
$71.9M 0.9%
1,208,601
+18,661
24
$69.3M 0.86%
806,043
+673
25
$67.5M 0.84%
345,198
+48,827
1
2 3 4 5