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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.9M
3
+$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1
+$25.9M
2
+$21.7M
3
+$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$506K 0.01%
13,749
+78
327
$505K 0.01%
10,700
328
$504K 0.01%
7,739
-49
329
$496K 0.01%
17,220
-1,610
330
$494K 0.01%
8,928
+28
331
$490K 0.01%
5,301
-200
332
$489K 0.01%
1,513
+7
333
$464K 0.01%
13,330
334
$464K 0.01%
8,500
335
$454K 0.01%
1,450
336
$432K 0.01%
4,727
337
$416K 0.01%
16,171
-1,083
338
$416K 0.01%
3,355
339
$391K 0.01%
15,330
340
$382K 0.01%
4,662
341
$371K ﹤0.01%
7,773
342
$357K ﹤0.01%
4,750
343
$355K ﹤0.01%
6,359
344
$341K ﹤0.01%
726
+3
345
$340K ﹤0.01%
4,523
-2,348
346
$329K ﹤0.01%
6,550
-80
347
$316K ﹤0.01%
6,118
-1,425
348
$308K ﹤0.01%
3,487
349
$304K ﹤0.01%
7,014
-1,680
350
$303K ﹤0.01%
1,033
+14
12 13
14
15 16