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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1
+$26.3M
2
+$22.9M
3
+$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.4M 0.85%
572,391
-4,691
27
$51.1M 0.84%
567,681
+17,898
28
$50.8M 0.84%
582,491
-4,773
29
$50.3M 0.83%
459,588
+5,363
30
$49.9M 0.82%
428,498
+665
31
$49.7M 0.82%
118,429
-2,015
32
$48.3M 0.8%
624,264
-3,216
33
$48.3M 0.8%
558,618
+10,143
34
$47.3M 0.78%
765,574
-4,689
35
$45.6M 0.75%
627,609
-4,240
36
$45.3M 0.75%
1,427,265
+315,884
37
$42.5M 0.7%
322,605
-544
38
$42.2M 0.7%
569,390
-3,258
39
$41.6M 0.69%
297,151
+75,902
40
$40.7M 0.67%
1,090,210
-5,426
41
$38.5M 0.63%
614,481
-6,273
42
$38.5M 0.63%
357,102
+14,696
43
$37.3M 0.62%
955,844
-3,376
44
$37.2M 0.61%
1,171,025
-34,774
45
$36.9M 0.61%
947,256
-4,807
46
$36M 0.59%
605,458
-2,070
47
$35.9M 0.59%
840,110
-511
48
$35.3M 0.58%
598,544
-502
49
$34.7M 0.57%
582,382
+46,301
50
$34.6M 0.57%
540,596
+871
1
2
3 4 5