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
376
$224K ﹤0.01%
3,049
-928
377
$224K ﹤0.01%
+925
378
$222K ﹤0.01%
+2,152
379
$219K ﹤0.01%
+3,995
380
$216K ﹤0.01%
4,350
+100
381
$212K ﹤0.01%
2,423
382
$208K ﹤0.01%
425
383
$206K ﹤0.01%
11,400
384
$205K ﹤0.01%
3,185
385
$205K ﹤0.01%
1,800
386
$204K ﹤0.01%
19,000
387
$201K ﹤0.01%
2,307
-29
388
– –
-896
389
– –
-1,200
390
– –
-4,800
391
– –
-3,577
392
– –
-816
393
– –
-5,070
394
– –
-8,593
395
– –
-386,536
396
– –
-526
397
– –
-15,641
398
– –
-147,581
399
– –
-699
400
– –
-4,322
13 14 15
16
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