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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$19.1M
3 +$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1 +$26.3M
2 +$22.9M
3 +$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$349K 0.01%
5,215
327
$344K 0.01%
5,575
+225
328
$326K 0.01%
3,200
-250
329
$322K 0.01%
1,506
330
$319K 0.01%
3,290
331
$314K 0.01%
3,006
332
$304K 0.01%
2,425
-125
333
$286K ﹤0.01%
8,193
334
$273K ﹤0.01%
17,427
335
$257K ﹤0.01%
1,180
336
$237K ﹤0.01%
5,500
337
$234K ﹤0.01%
1,401
338
$213K ﹤0.01%
2,376
339
$212K ﹤0.01%
3,315
340
$208K ﹤0.01%
+4,888
341
$206K ﹤0.01%
+4,084
342
$122K ﹤0.01%
10,000
343
-4,690
344
-592,487
345
-2,354
346
-3,125
347
-123,421
348
-34,829
349
-494,853
350
-311,581