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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.4M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.48M
5
WASH icon
Washington Trust Bancorp
WASH
+$7.89M

Top Sells

1
+$28.6M
2
+$10.8M
3
+$10.3M
4
UMBF icon
UMB Financial
UMBF
+$9.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$9.57M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36.9M 0.58%
657,677
-21,418
52
$36.5M 0.58%
470,047
+1,782
53
$36.5M 0.58%
614,226
-16,643
54
$36M 0.57%
250,773
-71,832
55
$35.2M 0.56%
385,358
-10,028
56
$34.9M 0.55%
489,361
-69,257
57
$34.8M 0.55%
450,647
-125,660
58
$34.7M 0.55%
258,503
+41,484
59
$34.5M 0.54%
447,052
-11,981
60
$34.3M 0.54%
1,338,554
+144,570
61
$34.1M 0.54%
679,294
+26,966
62
$34M 0.54%
604,406
+22,024
63
$33.6M 0.53%
205,973
+19,655
64
$33.5M 0.53%
667,690
-15,593
65
$32.9M 0.52%
415,138
-10,208
66
$32.9M 0.52%
601,331
-19,567
67
$32.8M 0.52%
915,452
-31,804
68
$32.1M 0.51%
576,353
-3,340
69
$31.7M 0.5%
429,725
+5,366
70
$30.9M 0.49%
559,883
+35,385
71
$30.4M 0.48%
508,414
-12,515
72
$30.1M 0.47%
852,569
-30,048
73
$29.9M 0.47%
315,707
+55,293
74
$28.9M 0.46%
259,110
-5,976
75
$28.7M 0.45%
309,151
+12,169
1 2
3
4 5