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
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.43M 0.05%
58,300
+11,500
227
$6.17M 0.05%
163,724
+4,644
228
$6.16M 0.05%
88,840
+2,430
229
$6.15M 0.05%
27,150
+855
230
$6.05M 0.05%
44,225
-3,375
231
$5.93M 0.05%
18,669
+240
232
$5.77M 0.05%
43,325
+1,910
233
$5.5M 0.05%
39,363
+3,165
234
$5.48M 0.05%
40,875
-225
235
$5.42M 0.04%
16,971
-1,250
236
$4.95M 0.04%
23,898
-390
237
$4.79M 0.04%
+42,032
238
$4.56M 0.04%
50,825
-3,425
239
$4.44M 0.04%
85,803
-3,768
240
$4.3M 0.04%
20,960
-569
241
$4.06M 0.03%
25,067
-1,451
242
$3.85M 0.03%
34,655
-25
243
$3.8M 0.03%
61,466
-402
244
$3.75M 0.03%
21,262
+122
245
$3.22M 0.03%
7,129
246
$2.81M 0.02%
18,393
+290
247
$2.81M 0.02%
32,257
-3,327
248
$2.8M 0.02%
20,109
-19,466
249
$2.65M 0.02%
83,230
-50
250
$2.63M 0.02%
42,466
-7,000
8 9
10
11 12