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
$6.88B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$19.2M
3
+$10.1M
4
CNC icon
Centene
CNC
+$9.78M
5
PPG icon
PPG Industries
PPG
+$9.43M

Top Sells

1
+$29.4M
2
+$21.9M
3
+$21.5M
4
COHR icon
Coherent
COHR
+$20.1M
5
AGN
Allergan Inc
AGN
+$18.1M

Sector Composition

1 Financials 16.43%
2 Technology 15.98%
3 Industrials 14.65%
4 Healthcare 11.3%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59.5M 0.86%
496,688
-13,969
27
$58.9M 0.86%
1,225,051
+10,660
28
$58.2M 0.85%
869,112
+24,366
29
$57.6M 0.84%
645,131
-14,820
30
$57.2M 0.83%
727,415
+202
31
$56.6M 0.82%
1,245,732
+20,180
32
$56.5M 0.82%
811,740
-16,180
33
$56.5M 0.82%
658,644
-1,605
34
$55.7M 0.81%
1,030,127
+24,103
35
$53.9M 0.78%
376,693
-10,685
36
$53.6M 0.78%
867,645
+11,525
37
$53.5M 0.78%
1,320,708
-1,967
38
$51.4M 0.75%
2,041,634
+58,326
39
$51M 0.74%
716,144
-15,140
40
$50.6M 0.73%
769,698
-22,325
41
$49.6M 0.72%
1,116,505
-112,457
42
$49M 0.71%
908,871
+7,562
43
$47.4M 0.69%
695,139
-6,940
44
$47.1M 0.68%
1,647,864
-18,320
45
$46.6M 0.68%
184,805
-1,675
46
$46.1M 0.67%
448,584
-13,570
47
$45.9M 0.67%
724,337
-66,028
48
$45.9M 0.67%
432,798
+95,307
49
$45.7M 0.66%
950,063
-89,350
50
$45.4M 0.66%
959,126
-7,826
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