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
$6.34B
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
251
$2.5M 0.04%
25,425
+400
252
$2.48M 0.04%
35,033
+9,425
253
$2.46M 0.04%
159,451
-38,088
254
$2.45M 0.04%
22,244
+163
255
$2.41M 0.04%
17,989
+61
256
$2.35M 0.04%
126,675
-75
257
$2.28M 0.04%
22,775
+4,094
258
$2.21M 0.03%
28,475
+300
259
$2.2M 0.03%
+39,422
260
$2.19M 0.03%
58,240
-1,200
261
$2.16M 0.03%
52,177
-1,225
262
$2.12M 0.03%
29,295
+350
263
$2.02M 0.03%
95,892
+267
264
$1.98M 0.03%
104,900
+29,100
265
$1.97M 0.03%
+22,531
266
$1.91M 0.03%
62,310
+800
267
$1.9M 0.03%
63,000
268
$1.87M 0.03%
15,600
+150
269
$1.86M 0.03%
38,162
+5,662
270
$1.84M 0.03%
+65,694
271
$1.8M 0.03%
12,318
-1,525
272
$1.77M 0.03%
61,638
+79
273
$1.76M 0.03%
21,267
+2,380
274
$1.7M 0.03%
16,302
-456
275
$1.61M 0.03%
30,340
-70