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
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
14