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
$6.88B
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
276
$1.05M 0.02%
+7,575
277
$1.02M 0.01%
20,200
-50
278
$1.01M 0.01%
20,748
-403
279
$1.01M 0.01%
12,226
280
$1M 0.01%
+10,550
281
$991K 0.01%
+15,850
282
$990K 0.01%
20,100
-300
283
$971K 0.01%
11,328
284
$964K 0.01%
19,879
285
$938K 0.01%
27,450
+400
286
$867K 0.01%
23,892
+5,550
287
$807K 0.01%
13,957
288
$795K 0.01%
8,529
289
$789K 0.01%
66,600
290
$768K 0.01%
15,704
291
$760K 0.01%
4
292
$686K 0.01%
5,500
293
$665K 0.01%
25,575
294
$633K 0.01%
9,263
295
$623K 0.01%
12,989
-2,100
296
$563K 0.01%
4,500
297
$523K 0.01%
9,110
-3,875
298
$517K 0.01%
8,708
299
$514K 0.01%
4,730
-100
300
$500K 0.01%
3,927
10 11
12
13 14