BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
251
$2.44M 0.04%
59,440
252
$2.43M 0.04%
25,025
+125
253
$2.37M 0.04%
126,750
-45,000
254
$2.36M 0.04%
18,681
255
$2.36M 0.04%
36,620
+1,725
256
$2.35M 0.04%
83,054
-1,593
257
$2.31M 0.04%
13,843
+25
258
$2.31M 0.04%
17,928
-207
259
$2.26M 0.04%
53,402
-200
260
$2.24M 0.04%
48,227
-36,319
261
$2.23M 0.04%
28,175
-9,475
262
$2.18M 0.04%
61,510
+500
263
$2.17M 0.04%
28,945
264
$2.15M 0.04%
95,625
265
$2.06M 0.03%
63,000
+7,000
266
$2.02M 0.03%
25,608
+923
267
$1.93M 0.03%
15,450
+215
268
$1.87M 0.03%
61,559
269
$1.84M 0.03%
25,561
-29,099
270
$1.67M 0.03%
30,993
-500
271
$1.67M 0.03%
102,940
+16,200
272
$1.63M 0.03%
32,500
+4,175
273
$1.61M 0.03%
40,500
274
$1.56M 0.03%
16,758
+185
275
$1.52M 0.03%
18,887
-850