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
$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
301
$655K 0.01%
2,288
-2,030
302
$631K 0.01%
8,100
-392
303
$620K 0.01%
9,059
-100
304
$609K 0.01%
4,527
305
$598K ﹤0.01%
5,893
306
$594K ﹤0.01%
21,537
307
$592K ﹤0.01%
8,250
-1,825
308
$567K ﹤0.01%
+43,573
309
$559K ﹤0.01%
+2,243
310
$548K ﹤0.01%
7,071
+120
311
$538K ﹤0.01%
25,000
-2,500
312
$529K ﹤0.01%
11,812
+350
313
$528K ﹤0.01%
11,521
+60
314
$511K ﹤0.01%
2,217
315
$510K ﹤0.01%
1,666
316
$506K ﹤0.01%
+11,062
317
$504K ﹤0.01%
16,592
+1,200
318
$494K ﹤0.01%
11,150
319
$481K ﹤0.01%
1,327
320
$478K ﹤0.01%
625
321
$458K ﹤0.01%
1,833
322
$449K ﹤0.01%
2,455
-218
323
$448K ﹤0.01%
5,828
324
$444K ﹤0.01%
5,270
325
$442K ﹤0.01%
70,525
-475
11 12
13
14 15