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
301
$498K 0.01%
5,800
-1,400
302
$473K 0.01%
12,468
-391
303
$472K 0.01%
39,200
304
$463K 0.01%
6,405
-645
305
$430K 0.01%
4,175
306
$423K 0.01%
4,830
307
$422K 0.01%
+5,600
308
$417K 0.01%
6,250
309
$417K 0.01%
5,575
+700
310
$391K 0.01%
6,299
-132
311
$381K 0.01%
4,305
-105
312
$363K 0.01%
4,840
313
$359K 0.01%
5,625
-750
314
$352K 0.01%
7,500
315
$351K 0.01%
2,975
316
$349K 0.01%
2,775
317
$342K 0.01%
6,600
318
$340K ﹤0.01%
7,500
319
$315K ﹤0.01%
1,000
320
$315K ﹤0.01%
3,031
321
$314K ﹤0.01%
4,064
322
$314K ﹤0.01%
7,950
323
$313K ﹤0.01%
4,000
324
$300K ﹤0.01%
2,506
325
$289K ﹤0.01%
18,802
-652
10 11 12
13
14