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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.9M
3
+$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1
+$25.9M
2
+$21.7M
3
+$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.3M 0.54%
218,923
+22,267
52
$41.1M 0.54%
113,959
-213
53
$41M 0.53%
498,039
+1,342
54
$40.8M 0.53%
916,135
-13,028
55
$40M 0.52%
268,585
-70,967
56
$39.4M 0.51%
568,857
-3,843
57
$39.2M 0.51%
536,693
-161,044
58
$38.1M 0.5%
224,125
+14,485
59
$37.9M 0.49%
879,698
+3,139
60
$37.8M 0.49%
434,134
-4,539
61
$37.3M 0.49%
294,702
+2,765
62
$36.6M 0.48%
471,669
+8,429
63
$36.4M 0.47%
160,962
-607
64
$35.9M 0.47%
467,890
-3,777
65
$35.8M 0.47%
326,914
-1,604
66
$34.5M 0.45%
615,503
-15,103
67
$34.2M 0.45%
1,053,062
+15,908
68
$34.2M 0.45%
223,495
+3,595
69
$34.1M 0.44%
206,076
+16,710
70
$33.2M 0.43%
288,288
-2,583
71
$32.9M 0.43%
606,780
-10,720
72
$32.7M 0.43%
312,425
+19,561
73
$32.5M 0.42%
161,732
+2,353
74
$32.5M 0.42%
121,009
-137
75
$30.8M 0.4%
209,150
-18,776
1 2
3
4 5