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
$6.88B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$19.2M
3
+$10.1M
4
CNC icon
Centene
CNC
+$9.78M
5
PPG icon
PPG Industries
PPG
+$9.43M

Top Sells

1
+$29.4M
2
+$21.9M
3
+$21.5M
4
COHR icon
Coherent
COHR
+$20.1M
5
AGN
Allergan Inc
AGN
+$18.1M

Sector Composition

1 Financials 16.43%
2 Technology 15.98%
3 Industrials 14.65%
4 Healthcare 11.3%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45M 0.65%
1,047,238
+55,682
52
$45M 0.65%
505,140
-15,238
53
$44.7M 0.65%
+989,903
54
$44.6M 0.65%
1,711,662
+30,114
55
$44.3M 0.64%
1,540,256
-110,434
56
$42.7M 0.62%
2,625,516
+41,549
57
$42.3M 0.61%
1,461,842
+26,241
58
$41.9M 0.61%
1,038,378
+10,783
59
$41.6M 0.61%
1,259,382
-6,750
60
$41.6M 0.6%
1,541,537
-166,398
61
$41.5M 0.6%
239,330
-35,374
62
$41.3M 0.6%
8,210,750
+245,695
63
$41M 0.6%
1,556,504
-45,620
64
$40.7M 0.59%
825,758
-12,521
65
$40.5M 0.59%
933,644
-13,809
66
$39.7M 0.58%
418,945
-6,329
67
$39.4M 0.57%
605,659
+4,578
68
$38.8M 0.56%
263,629
-28,836
69
$38.5M 0.56%
382,627
+9,470
70
$38.5M 0.56%
1,858,740
+55,635
71
$37.6M 0.55%
910,366
-83,214
72
$37.4M 0.54%
1,126,115
+41,977
73
$37.4M 0.54%
745,171
+19,770
74
$37.4M 0.54%
1,236,671
+35,492
75
$37.3M 0.54%
489,289
-1,820
1 2
3
4 5