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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.4M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.48M
5
WASH icon
Washington Trust Bancorp
WASH
+$7.89M

Top Sells

1
+$28.6M
2
+$10.8M
3
+$10.3M
4
UMBF icon
UMB Financial
UMBF
+$9.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$9.57M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$55.8M 0.88%
422,121
-770
27
$53.5M 0.84%
1,391,806
+22,635
28
$53.1M 0.84%
463,583
+3,995
29
$52.5M 0.83%
582,071
-420
30
$51.8M 0.82%
432,148
+3,650
31
$48.8M 0.77%
549,763
-77,846
32
$48.7M 0.77%
116,346
-2,083
33
$48.5M 0.76%
303,136
+5,985
34
$48.2M 0.76%
572,729
+338
35
$48M 0.76%
750,854
-14,720
36
$45.9M 0.72%
598,601
-15,880
37
$45M 0.71%
1,068,940
-21,270
38
$44.9M 0.71%
1,147,967
-23,058
39
$43.8M 0.69%
1,448,511
+21,246
40
$43.2M 0.68%
370,036
+12,934
41
$40.6M 0.64%
547,970
+7,374
42
$39.5M 0.62%
586,628
-18,830
43
$39.2M 0.62%
935,992
-19,852
44
$38.9M 0.61%
394,264
-7,137
45
$38.5M 0.61%
432,543
+44,450
46
$38.4M 0.61%
702,984
-19,865
47
$38.2M 0.6%
522,598
-12,416
48
$37.8M 0.6%
235,663
+2,793
49
$37.5M 0.59%
573,135
+3,745
50
$37.1M 0.59%
693,138
+94,594
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2
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