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
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$69.1M 0.57%
750,734
+39,275
52
$68.7M 0.57%
799,483
+49,239
53
$68.6M 0.57%
1,139,330
+143,693
54
$68.6M 0.57%
617,911
+20,377
55
$67.9M 0.56%
489,850
+28,993
56
$67.2M 0.56%
818,915
+6,063
57
$66.3M 0.55%
1,300,935
+57,545
58
$66.2M 0.55%
400,263
+44,331
59
$66.1M 0.55%
1,404,169
+95,233
60
$65.9M 0.54%
571,217
+32,429
61
$65.8M 0.54%
362,735
+23,584
62
$63.9M 0.53%
316,211
+71,756
63
$63.7M 0.53%
750,955
+97,985
64
$63.2M 0.52%
1,734,469
+163,701
65
$61.5M 0.51%
256,716
+24,282
66
$59.9M 0.49%
116,114
-6,271
67
$59.1M 0.49%
28,909
-317
68
$59M 0.49%
466,427
+12,869
69
$58.9M 0.49%
2,054,585
+356,835
70
$58.7M 0.48%
1,033,854
+185,437
71
$58M 0.48%
240,981
+15,790
72
$57.8M 0.48%
126,888
+33,797
73
$57.5M 0.47%
619,933
+118,344
74
$56.4M 0.47%
233,370
+5,542
75
$56.3M 0.46%
330,118
-6,991
1 2
3
4 5