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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.4M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.48M
5
WASH icon
Washington Trust Bancorp
WASH
+$7.89M

Top Sells

1
+$28.6M
2
+$10.8M
3
+$10.3M
4
UMBF icon
UMB Financial
UMBF
+$9.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$9.57M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.06M 0.06%
126,393
+5,789
227
$4M 0.06%
50,421
-8,650
228
$4M 0.06%
55,495
+3,115
229
$3.69M 0.06%
104,762
+5,916
230
$3.67M 0.06%
43,255
-179
231
$3.59M 0.06%
80,938
-1,740
232
$3.56M 0.06%
41,167
-13,050
233
$3.55M 0.06%
74,000
+9,400
234
$3.5M 0.06%
29,837
+225
235
$3.48M 0.05%
72,726
-1,586
236
$3.32M 0.05%
29,902
+3,380
237
$3.16M 0.05%
39,440
-68,503
238
$3.08M 0.05%
47,246
+28
239
$3.05M 0.05%
62,750
-175
240
$2.97M 0.05%
42,820
+6,200
241
$2.94M 0.05%
41,284
-735
242
$2.88M 0.05%
47,360
+675
243
$2.86M 0.05%
92,907
+271
244
$2.84M 0.04%
42,000
245
$2.72M 0.04%
23,844
-565
246
$2.66M 0.04%
30,800
247
$2.65M 0.04%
74,163
+5,890
248
$2.54M 0.04%
83,269
+215
249
$2.52M 0.04%
36,685
-139,210
250
$2.51M 0.04%
37,300
8 9
10
11 12