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
376
$203K ﹤0.01%
+2,590
377
$200K ﹤0.01%
+1,170
378
$141K ﹤0.01%
71,771
379
– –
-5,325
380
– –
-41,475
381
– –
-51,049
382
– –
-3,500
383
– –
-204,840
384
– –
-23,622
385
– –
-169,644
386
– –
-571,008
387
– –
-103,836
388
– –
-48,337
12 13 14 15
16