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
251
$2.55M 0.02%
20,735
-20,135
252
$2.46M 0.02%
29,050
+1,968
253
$2.46M 0.02%
27,195
-8,000
254
$2.27M 0.02%
6,345
+60
255
$2.16M 0.02%
52,332
256
$2.12M 0.02%
4
257
$2.03M 0.02%
32,400
258
$2.01M 0.02%
5,170
+45
259
$1.94M 0.02%
20,683
-97,320
260
$1.85M 0.02%
163,432
261
$1.82M 0.02%
4,430
-736
262
$1.66M 0.01%
7,289
-30
263
$1.59M 0.01%
18,356
-5,718
264
$1.53M 0.01%
5,376
265
$1.53M 0.01%
7,225
266
$1.51M 0.01%
19,417
267
$1.43M 0.01%
3,969
-378
268
$1.42M 0.01%
16,479
-1,275
269
$1.35M 0.01%
5,689
+220
270
$1.33M 0.01%
42,000
271
$1.28M 0.01%
7,732
-115
272
$1.22M 0.01%
15,375
-50
273
$1.19M 0.01%
2,631
274
$1.13M 0.01%
8,855
-40,425
275
$1.09M 0.01%
19,279
9 10
11
12 13