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
$6.73B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$24.5M
4
APD icon
Air Products & Chemicals
APD
+$23M
5
CYBX
CYBERONICS INC
CYBX
+$22M

Top Sells

1
+$39.5M
2
+$27.9M
3
+$20.9M
4
MYGN icon
Myriad Genetics
MYGN
+$14.7M
5
IRBT icon
iRobot
IRBT
+$14.5M

Sector Composition

1 Financials 16.98%
2 Technology 15.44%
3 Industrials 14.39%
4 Consumer Discretionary 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45M 0.67%
462,154
-17,675
52
$44.6M 0.66%
991,556
-4,914
53
$44.5M 0.66%
966,952
+7,683
54
$44.1M 0.65%
2,583,967
-632,321
55
$43.9M 0.65%
1,602,124
-910
56
$43.7M 0.65%
1,027,595
-19,964
57
$43.3M 0.64%
69,845
-188
58
$42.7M 0.63%
1,228,962
-27,178
59
$42.6M 0.63%
601,081
-105,223
60
$41.6M 0.62%
2,112,222
-41,610
61
$41.5M 0.62%
1,666,184
-36,366
62
$41.1M 0.61%
1,707,935
-23,797
63
$41.1M 0.61%
993,580
-203,270
64
$40.9M 0.61%
1,139,675
+379,825
65
$40.1M 0.6%
292,465
-60,126
66
$39.9M 0.59%
1,435,601
+58,298
67
$39.7M 0.59%
1,983,308
-35,390
68
$38.3M 0.57%
425,274
+19,202
69
$38.1M 0.57%
802,415
-61,136
70
$37.9M 0.56%
572,632
+783
71
$37.8M 0.56%
947,453
-19,894
72
$37.6M 0.56%
725,401
+9,230
73
$37.3M 0.55%
423,269
+409
74
$37.3M 0.55%
457,482
+440
75
$37.1M 0.55%
337,491
+160,353
1 2
3
4 5