BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
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
+$38.9M
2
+$19.5M
3
+$9.4M
4
PPG icon
PPG Industries
PPG
+$8.9M
5
CNC icon
Centene
CNC
+$8.89M

Top Sells

1
+$29.4M
2
+$20.1M
3
+$20.1M
4
VRTS icon
Virtus Investment Partners
VRTS
+$19.5M
5
AGN
Allergan Inc
AGN
+$16.7M

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
326
$282K ﹤0.01%
1,000
327
$280K ﹤0.01%
1,501
328
$274K ﹤0.01%
6,265
329
$246K ﹤0.01%
9,600
330
$243K ﹤0.01%
4,198
-1,085
331
$234K ﹤0.01%
5,036
-1,339
332
$221K ﹤0.01%
+4,210
333
$220K ﹤0.01%
3,000
334
$216K ﹤0.01%
+5,518
335
$201K ﹤0.01%
+5,400
336
– –
-1,302,947
337
– –
-1,129,188
338
– –
-819,816
339
– –
-203,099
10 11 12 13
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