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
26
$74.1M 0.96%
978,060
+65,291
27
$72.2M 0.94%
554,006
+5,220
28
$70.6M 0.92%
842,669
+12,901
29
$70.6M 0.92%
84,053
-17,159
30
$68.7M 0.89%
556,377
+3,307
31
$61.4M 0.8%
682,205
+20,001
32
$58.6M 0.76%
272,073
+34,564
33
$56.5M 0.74%
545,117
-59,574
34
$55.6M 0.72%
785,575
+23,180
35
$55.4M 0.72%
675,659
+5,600
36
$54.1M 0.7%
523,425
+18,578
37
$53.8M 0.7%
613,291
+37,465
38
$52.9M 0.69%
661,544
+11,451
39
$52.9M 0.69%
756,439
+110,485
40
$52.8M 0.69%
247,834
+750
41
$49.8M 0.65%
426,445
+3,810
42
$47.3M 0.62%
775,144
-3,095
43
$47.1M 0.61%
429,093
-3,905
44
$46.2M 0.6%
940,703
+14,736
45
$44.8M 0.58%
244,452
+2,715
46
$44.7M 0.58%
458,500
+6,348
47
$43.7M 0.57%
609,687
+7,908
48
$43.5M 0.57%
321,804
+3,780
49
$43.3M 0.56%
570,862
+315,035
50
$42M 0.55%
465,132
-2,695
1
2
3 4 5