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
276
$1.59M 0.03%
87,050
+8,000
277
$1.55M 0.02%
66,350
+33,375
278
$1.5M 0.02%
40,500
279
$1.49M 0.02%
21,533
-278
280
$1.47M 0.02%
26,698
-7,161
281
$1.45M 0.02%
23,161
+556
282
$1.42M 0.02%
27,223
-3,770
283
$1.37M 0.02%
17,300
284
$1.35M 0.02%
30,466
+5,915
285
$1.34M 0.02%
79,940
-23,000
286
$1.25M 0.02%
6,100
+1,600
287
$1.23M 0.02%
13,350
-800
288
$1.23M 0.02%
11,100
-800
289
$1.22M 0.02%
20,179
+92
290
$1.18M 0.02%
30,643
-4,254
291
$1.15M 0.02%
21,862
-1,200
292
$1.13M 0.02%
28,530
-1,502
293
$1.07M 0.02%
18,259
+240
294
$1.02M 0.02%
4,535
+3,355
295
$1.01M 0.02%
25,550
+1,200
296
$899K 0.01%
7,600
-400
297
$889K 0.01%
32,100
+300
298
$879K 0.01%
12,700
-107
299
$823K 0.01%
11,394
+491
300
$812K 0.01%
11,413
10 11
12
13 14