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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.6M 0.05%
239,120
-3,500
227
$5.53M 0.05%
+27,750
228
$5.24M 0.05%
162,856
-868
229
$5.24M 0.05%
25,998
-1,152
230
$4.99M 0.05%
17,336
+365
231
$4.73M 0.04%
30,803
+28,881
232
$4.71M 0.04%
131,868
-4,320
233
$4.63M 0.04%
68,640
+17,815
234
$4.6M 0.04%
40,875
235
$4.59M 0.04%
87,544
+1,741
236
$4.11M 0.04%
23,716
-182
237
$3.82M 0.04%
40,506
-26,187
238
$3.81M 0.04%
24,905
-162
239
$3.47M 0.03%
36,503
-84,215
240
$3.36M 0.03%
37,080
+2,425
241
$3.27M 0.03%
60,599
-3,941
242
$3.26M 0.03%
21,183
-79
243
$3.04M 0.03%
26,587
-114,067
244
$2.72M 0.03%
43,250
+784
245
$2.69M 0.03%
7,116
-13
246
$2.54M 0.02%
14,968
-5,992
247
$2.46M 0.02%
18,197
-2,538
248
$2.43M 0.02%
19,036
+643
249
$2.38M 0.02%
30,717
+1,667
250
$2.36M 0.02%
16,741
-3,368
8 9
10
11 12