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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$85.1M 0.8%
881,964
+1,134
27
$84.7M 0.8%
2,157,679
+39,842
28
$82.2M 0.78%
335,063
-475
29
$81M 0.77%
713,277
+8,481
30
$80.9M 0.76%
406,769
+126
31
$80.1M 0.76%
948,131
-13,988
32
$79.1M 0.75%
328,936
+50,669
33
$78.9M 0.75%
4,520,719
+88,058
34
$77.9M 0.74%
1,809,982
-167,712
35
$75.8M 0.72%
385,762
+3,553
36
$75.6M 0.71%
2,871,103
+34,802
37
$75.2M 0.71%
1,159,997
+57,522
38
$73.4M 0.69%
938,256
+70,256
39
$73.3M 0.69%
804,492
-14,423
40
$72.3M 0.68%
804,839
-85,155
41
$71.9M 0.68%
835,500
+12,904
42
$71.6M 0.68%
1,580,601
+176,432
43
$71.5M 0.68%
998,765
+33,331
44
$69.9M 0.66%
726,748
+9,928
45
$67M 0.63%
600,156
+9,008
46
$66.5M 0.63%
1,314,304
+13,369
47
$66.2M 0.63%
815,573
+13,097
48
$64.5M 0.61%
918,499
+15,600
49
$63.4M 0.6%
1,485,779
-10,859
50
$63.3M 0.6%
739,478
+76,792
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