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
251
$1.54M 0.02%
20,800
-3,000
252
$1.51M 0.02%
16,706
+13,018
253
$1.5M 0.02%
40,500
254
$1.44M 0.02%
34,650
-110
255
$1.43M 0.02%
+34,550
256
$1.42M 0.02%
20,308
+17,397
257
$1.41M 0.02%
24,956
-1,300
258
$1.35M 0.02%
18,094
+15,000
259
$1.34M 0.02%
25,571
-1,517
260
$1.34M 0.02%
17,100
261
$1.33M 0.02%
15,132
262
$1.33M 0.02%
+58,150
263
$1.3M 0.02%
16,048
-940
264
$1.26M 0.02%
+7,850
265
$1.22M 0.02%
23,068
+18,148
266
$1.18M 0.02%
28,907
-100
267
$1.15M 0.02%
38,281
268
$1.14M 0.02%
23,625
+575
269
$1.12M 0.02%
+21,225
270
$1.11M 0.02%
41,425
-50
271
$1.1M 0.02%
17,812
272
$1.1M 0.02%
25,802
-1,000
273
$1.1M 0.02%
14,918
274
$1.1M 0.02%
+12,250
275
$1.08M 0.02%
+18,325
9 10
11
12 13