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
276
$1.07M 0.01%
15,950
277
$1.06M 0.01%
19,030
-100
278
$1.03M 0.01%
16,340
279
$1.02M 0.01%
11,793
280
$1.01M 0.01%
13,852
-3,300
281
$990K 0.01%
55,446
-285
282
$960K 0.01%
25,646
283
$919K 0.01%
16,128
+146
284
$915K 0.01%
14,569
-1,139
285
$914K 0.01%
1,308
286
$896K 0.01%
11,725
287
$883K 0.01%
3,069
288
$880K 0.01%
3,100
289
$877K 0.01%
3,529
290
$797K 0.01%
14,010
291
$787K 0.01%
15,858
292
$760K 0.01%
13,201
293
$751K 0.01%
1,272
294
$741K 0.01%
3,868
295
$713K 0.01%
15,645
+100
296
$690K 0.01%
3,830
-25
297
$676K 0.01%
2,705
298
$675K 0.01%
13,275
+1,538
299
$674K 0.01%
1,506
300
$655K 0.01%
5,034
-1,406
10 11
12
13 14