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
$14.3B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37M
3
+$34.1M
4
SMPL icon
Simply Good Foods
SMPL
+$28.2M
5
BLK icon
Blackrock
BLK
+$27.8M

Top Sells

1
+$87.9M
2
+$49.7M
3
+$46.4M
4
IDCC icon
InterDigital
IDCC
+$43M
5
CORT icon
Corcept Therapeutics
CORT
+$31M

Sector Composition

1 Technology 23.92%
2 Financials 16.3%
3 Healthcare 14.03%
4 Industrials 13.35%
5 Consumer Discretionary 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$528M 3.71%
1,253,590
-43,246
2
$465M 3.26%
1,856,306
-99,096
3
$263M 1.84%
1,388,156
-14,349
4
$246M 1.73%
1,027,602
-13,401
5
$222M 1.56%
1,167,054
-97,685
6
$215M 1.51%
612,446
-2,865
7
$212M 1.49%
669,916
-11,322
8
$178M 1.25%
2,649,832
-2,725
9
$178M 1.25%
1,133,711
-316,106
10
$157M 1.1%
1,085,655
-8,054
11
$155M 1.09%
417,567
-54,352
12
$152M 1.07%
520,172
-5,440
13
$150M 1.05%
296,063
+1,893
14
$147M 1.03%
1,049,623
+123,530
15
$145M 1.02%
301,614
+5,285
16
$141M 0.99%
1,052,290
+94,252
17
$137M 0.96%
149,078
-9,277
18
$135M 0.95%
949,586
+9,490
19
$135M 0.95%
3,036,316
-309,490
20
$128M 0.9%
242,172
+22,105
21
$127M 0.89%
1,379,290
+125,475
22
$124M 0.87%
296,857
-2,281
23
$124M 0.87%
447,137
-1,098
24
$120M 0.84%
502,783
-73,172
25
$118M 0.83%
328,220
-6,903
1
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