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
26
$103M 0.85%
880,830
+10,730
27
$100M 0.83%
727,670
+34,339
28
$99.2M 0.82%
2,117,837
+18,491
29
$96.3M 0.8%
575,307
+16,032
30
$90.6M 0.75%
868,000
+67,456
31
$89M 0.74%
889,994
+24,020
32
$87.4M 0.72%
965,434
+380,140
33
$87.1M 0.72%
1,102,475
+286,182
34
$84.8M 0.7%
962,119
+12,562
35
$84.7M 0.7%
203,779
+7,413
36
$84.6M 0.7%
1,977,694
+434,747
37
$84.3M 0.7%
1,019,511
-295,928
38
$83.8M 0.69%
591,148
+43,168
39
$83.5M 0.69%
1,496,638
-10,439
40
$81.8M 0.68%
382,209
-2,159
41
$81.7M 0.67%
902,899
+48,140
42
$79.9M 0.66%
822,596
+211,067
43
$77.7M 0.64%
4,432,661
+2,238,413
44
$74.7M 0.62%
335,538
+4,578
45
$73.6M 0.61%
716,820
-6,300
46
$73.4M 0.61%
1,774,099
+625,080
47
$72.9M 0.6%
2,836,301
+163,280
48
$70.8M 0.58%
802,476
+57,470
49
$69.5M 0.57%
278,267
+87,996
50
$69.1M 0.57%
759,176
+16,257
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