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
$11.4B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$25.2M
3
+$23.6M
4
IBOC icon
International Bancshares
IBOC
+$23M
5
CB icon
Chubb
CB
+$17.7M

Top Sells

1
+$32.2M
2
+$22.6M
3
+$21.3M
4
MANH icon
Manhattan Associates
MANH
+$20.6M
5
CPK icon
Chesapeake Utilities
CPK
+$18.7M

Sector Composition

1 Technology 17.69%
2 Healthcare 17.31%
3 Financials 16.14%
4 Industrials 14.89%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$359M 3.16%
1,497,239
+25,510
2
$327M 2.87%
2,515,820
-163,859
3
$176M 1.55%
1,315,577
+70,927
4
$174M 1.53%
982,387
+74,831
5
$171M 1.5%
641,094
+25,999
6
$153M 1.35%
2,604,940
+8,426
7
$148M 1.3%
278,588
-1,647
8
$144M 1.26%
691,719
+1,032
9
$142M 1.25%
1,613,351
+74,001
10
$140M 1.23%
306,531
-1,851
11
$139M 1.22%
404,346
+12,347
12
$138M 1.21%
1,251,562
+9,527
13
$124M 1.09%
1,396,179
-5,926
14
$121M 1.07%
507,291
-5,516
15
$116M 1.02%
644,558
+10,733
16
$116M 1.02%
547,442
-151,618
17
$114M 1.01%
977,156
+78,469
18
$114M 1%
551,534
+44,160
19
$112M 0.99%
440,526
+11,403
20
$112M 0.98%
457,515
+9,701
21
$111M 0.98%
361,523
+8,821
22
$106M 0.93%
452,545
-14,471
23
$106M 0.93%
1,278,016
+147,024
24
$106M 0.93%
908,949
-19,476
25
$104M 0.91%
470,484
+80,012
1
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