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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1
+$26.3M
2
+$22.9M
3
+$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34.4M 0.57%
217,019
-4,109
52
$34.3M 0.56%
576,307
-14,478
53
$34.2M 0.56%
535,014
-3,132
54
$33.8M 0.56%
722,849
+83,533
55
$33.1M 0.55%
788,732
-3,937
56
$33.1M 0.54%
401,401
+64,161
57
$32.9M 0.54%
232,870
+30,982
58
$32.8M 0.54%
505,321
-2,089
59
$32.6M 0.54%
683,283
-2,304
60
$32.6M 0.54%
468,265
+48,488
61
$32.4M 0.54%
459,033
-28,435
62
$32.3M 0.53%
620,898
-2,326
63
$32M 0.53%
424,359
+7,615
64
$31.6M 0.52%
579,693
+4,331
65
$31.6M 0.52%
522,001
-2,145
66
$31.5M 0.52%
425,346
-132,100
67
$31.3M 0.52%
395,386
-416
68
$30.7M 0.51%
882,617
-3,642
69
$30.6M 0.5%
679,095
-2,231
70
$30.2M 0.5%
1,193,984
-5,188
71
$29.5M 0.49%
630,869
+3,688
72
$29.3M 0.48%
329,721
-20,115
73
$29.2M 0.48%
716,429
-2,490
74
$29M 0.48%
701,864
-248,220
75
$28.8M 0.47%
927,824
+152,247
1 2
3
4 5