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
251
$2.32M 0.02%
83,230
252
$2.19M 0.02%
32,400
253
$2.06M 0.02%
6,526
+181
254
$2.03M 0.02%
163,432
255
$1.99M 0.02%
27,145
-50
256
$1.95M 0.02%
31,608
-649
257
$1.73M 0.02%
9,158
+1,869
258
$1.64M 0.02%
4
259
$1.64M 0.02%
5,395
+225
260
$1.5M 0.01%
48,040
-4,292
261
$1.49M 0.01%
4,432
+2
262
$1.32M 0.01%
16,545
+66
263
$1.32M 0.01%
18,356
264
$1.26M 0.01%
19,417
265
$1.22M 0.01%
5,382
+6
266
$1.12M 0.01%
7,732
267
$1.12M 0.01%
15,950
268
$1.1M 0.01%
42,000
269
$1.08M 0.01%
3,334
+1,046
270
$1.07M 0.01%
13,946
+94
271
$1.06M 0.01%
5,371
-318
272
$1.05M 0.01%
18,930
-100
273
$1.03M 0.01%
15,775
+400
274
$1.02M 0.01%
7,239
+14
275
$998K 0.01%
2,631
9 10
11
12 13