BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.88B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$19.2M
3
+$10.1M
4
CNC icon
Centene
CNC
+$9.78M
5
PPG icon
PPG Industries
PPG
+$9.43M

Top Sells

1
+$29.4M
2
+$21.9M
3
+$21.5M
4
COHR icon
Coherent
COHR
+$20.1M
5
AGN
Allergan Inc
AGN
+$18.1M

Sector Composition

1 Financials 16.43%
2 Technology 15.98%
3 Industrials 14.65%
4 Healthcare 11.3%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.36M 0.03%
45,150
227
$2.33M 0.03%
46,741
228
$2.29M 0.03%
31,567
-80
229
$2.27M 0.03%
31,750
+850
230
$2.25M 0.03%
56,250
+30,025
231
$2.21M 0.03%
48,552
232
$2.15M 0.03%
23,825
+20,225
233
$2.08M 0.03%
39,150
+500
234
$2.06M 0.03%
31,175
235
$1.99M 0.03%
22,940
+1,558
236
$1.94M 0.03%
33,449
+12,775
237
$1.93M 0.03%
36,686
+6,900
238
$1.9M 0.03%
47,200
239
$1.88M 0.03%
21,725
+18,725
240
$1.87M 0.03%
40,825
241
$1.8M 0.03%
49,300
-1,150
242
$1.76M 0.03%
13,892
243
$1.7M 0.02%
19,175
244
$1.69M 0.02%
32,096
-250
245
$1.65M 0.02%
22,750
+19,500
246
$1.62M 0.02%
13,680
+8,375
247
$1.61M 0.02%
+63,400
248
$1.59M 0.02%
17,450
-100
249
$1.59M 0.02%
52,900
250
$1.58M 0.02%
+36,062
8 9
10
11 12