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
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$438K ﹤0.01%
+2,449
327
$430K ﹤0.01%
3,849
-439
328
$428K ﹤0.01%
4,225
329
$421K ﹤0.01%
891
330
$413K ﹤0.01%
5,500
331
$408K ﹤0.01%
14,625
+125
332
$395K ﹤0.01%
5,688
333
$375K ﹤0.01%
5,834
-1,100
334
$365K ﹤0.01%
1,717
335
$358K ﹤0.01%
5,400
336
$353K ﹤0.01%
1,922
337
$340K ﹤0.01%
21,500
338
$339K ﹤0.01%
4,675
-7,500
339
$338K ﹤0.01%
12,400
-600
340
$327K ﹤0.01%
3,033
341
$315K ﹤0.01%
+3,828
342
$313K ﹤0.01%
3,138
-1,418
343
$313K ﹤0.01%
+5,350
344
$313K ﹤0.01%
1,200
345
$313K ﹤0.01%
3,253
+2
346
$312K ﹤0.01%
2,881
347
$307K ﹤0.01%
11,000
348
$303K ﹤0.01%
5,006
-1,065
349
$302K ﹤0.01%
1,380
350
$295K ﹤0.01%
1,200
12 13
14
15 16