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
351
$299K ﹤0.01%
7,430
352
$295K ﹤0.01%
9,391
353
$284K ﹤0.01%
+5,212
354
$280K ﹤0.01%
13,750
355
$280K ﹤0.01%
2,435
+23
356
$277K ﹤0.01%
1,508
357
$272K ﹤0.01%
3,300
-100
358
$269K ﹤0.01%
2,500
359
$265K ﹤0.01%
2,293
+43
360
$261K ﹤0.01%
37,000
361
$258K ﹤0.01%
1,728
+18
362
$252K ﹤0.01%
3,016
363
$240K ﹤0.01%
1,569
364
$233K ﹤0.01%
4,190
+61
365
$231K ﹤0.01%
15,000
366
$231K ﹤0.01%
7,905
367
$229K ﹤0.01%
1,585
368
$223K ﹤0.01%
5,400
369
$223K ﹤0.01%
+4,523
370
$223K ﹤0.01%
5,083
371
$213K ﹤0.01%
+1,555
372
$213K ﹤0.01%
+1,857
373
$206K ﹤0.01%
5,024
-153
374
$203K ﹤0.01%
4,587
375
$203K ﹤0.01%
1,337
+24
12 13 14
15
16