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
276
$978K 0.01%
15,746
+1,177
277
$916K 0.01%
19,312
+33
278
$891K 0.01%
10,868
-925
279
$891K 0.01%
3,969
280
$868K 0.01%
22,395
-125,075
281
$853K 0.01%
3,530
+1
282
$849K 0.01%
17,470
+1,130
283
$816K 0.01%
38,949
-16,497
284
$796K 0.01%
11,125
-600
285
$773K 0.01%
1,308
286
$763K 0.01%
3,100
287
$756K 0.01%
26,003
+357
288
$722K 0.01%
1,508
+2
289
$702K 0.01%
4,974
-60
290
$696K 0.01%
1,281
+9
291
$667K 0.01%
2,992
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292
$642K 0.01%
12,851
-350
293
$619K 0.01%
14,010
294
$594K 0.01%
14,652
-1,206
295
$593K 0.01%
2,333
+90
296
$578K 0.01%
9,059
297
$575K 0.01%
3,730
-100
298
$570K 0.01%
13,790
+515
299
$562K 0.01%
2,705
300
$545K 0.01%
1,670
+4
10 11
12
13 14