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
301
$529K 0.01%
3,868
302
$524K 0.01%
861
+236
303
$524K 0.01%
5,893
304
$513K ﹤0.01%
2,200
-17
305
$506K ﹤0.01%
4,527
306
$502K ﹤0.01%
21,537
307
$461K ﹤0.01%
25,000
308
$454K ﹤0.01%
7,071
309
$454K ﹤0.01%
43,573
310
$430K ﹤0.01%
15,400
-1,192
311
$417K ﹤0.01%
11,181
+31
312
$416K ﹤0.01%
10,489
-5,639
313
$414K ﹤0.01%
3,945
-4,910
314
$413K ﹤0.01%
8,004
-5,903
315
$412K ﹤0.01%
11,551
+30
316
$410K ﹤0.01%
1,833
317
$408K ﹤0.01%
10,762
-1,050
318
$398K ﹤0.01%
16,594
319
$394K ﹤0.01%
2,328
-127
320
$386K ﹤0.01%
2,449
321
$381K ﹤0.01%
6,478
+790
322
$373K ﹤0.01%
6,819
-658,048
323
$372K ﹤0.01%
2,251
+534
324
$372K ﹤0.01%
1,327
325
$361K ﹤0.01%
4,225
11 12
13
14 15