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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1
+$26.3M
2
+$22.9M
3
+$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.45M 0.07%
31,377
-21
227
$4.37M 0.07%
54,217
-900
228
$4.18M 0.07%
+53,991
229
$4.05M 0.07%
43,434
-662
230
$3.79M 0.06%
+52,241
231
$3.79M 0.06%
74,312
-6,750
232
$3.79M 0.06%
52,380
-965
233
$3.7M 0.06%
120,604
-2,308
234
$3.63M 0.06%
82,678
235
$3.6M 0.06%
29,612
-525
236
$3.54M 0.06%
98,846
-2,390
237
$3.34M 0.06%
47,218
+2,734
238
$3.15M 0.05%
64,600
+1,500
239
$3.08M 0.05%
24,409
-500
240
$3.01M 0.05%
62,925
+75
241
$2.98M 0.05%
92,636
-572
242
$2.95M 0.05%
26,522
+19,531
243
$2.85M 0.05%
42,019
-126
244
$2.81M 0.05%
30,800
245
$2.7M 0.04%
46,685
+125
246
$2.65M 0.04%
+197,539
247
$2.61M 0.04%
22,081
248
$2.6M 0.04%
42,000
+2,000
249
$2.57M 0.04%
68,273
-17
250
$2.44M 0.04%
37,300
8 9
10
11 12