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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.9M
3
+$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1
+$25.9M
2
+$21.7M
3
+$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.82M 0.02%
6,204
+974
277
$1.79M 0.02%
35,120
278
$1.78M 0.02%
32,400
279
$1.73M 0.02%
6,551
280
$1.64M 0.02%
11,023
+175
281
$1.61M 0.02%
11,568
282
$1.57M 0.02%
10,453
-2
283
$1.55M 0.02%
20,335
-100
284
$1.54M 0.02%
4,234
+9
285
$1.43M 0.02%
+12,093
286
$1.38M 0.02%
26,165
+1,000
287
$1.32M 0.02%
15,085
-935
288
$1.3M 0.02%
12,909
-1,000
289
$1.27M 0.02%
4
+1
290
$1.2M 0.02%
5,119
-895
291
$1.19M 0.02%
14,550
292
$1.15M 0.02%
5,059
293
$1.09M 0.01%
13,550
-132
294
$1.06M 0.01%
17,205
-30
295
$1.05M 0.01%
5,271
296
$1.04M 0.01%
19,000
-1,300
297
$996K 0.01%
5,163
+34
298
$989K 0.01%
16,940
299
$955K 0.01%
17,470
300
$950K 0.01%
20,079
+41
10 11
12
13 14