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
301
$923K 0.01%
18,028
-4
302
$905K 0.01%
31,207
+177
303
$860K 0.01%
16,435
304
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6,497
305
$802K 0.01%
4,105
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306
$759K 0.01%
16,737
307
$752K 0.01%
13,760
-2,092
308
$746K 0.01%
17,886
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309
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43,022
-60,098
310
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4,500
311
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2,461
312
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8,276
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313
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11,389
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314
$691K 0.01%
12,818
-169
315
$670K 0.01%
45,700
316
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3,925
317
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17,010
318
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319
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3,028
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320
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5,610
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321
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322
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3,432
323
$518K 0.01%
3,098
+298
324
$516K 0.01%
12,002
325
$508K 0.01%
7,725
-31,714
11 12
13
14 15