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
76
$37.3M 0.54%
1,808,525
-303,697
77
$36.9M 0.54%
466,499
-2,697
78
$36.8M 0.54%
436,874
-20,608
79
$36.8M 0.53%
173,704
-103,563
80
$36.8M 0.53%
769,049
+16,459
81
$36.4M 0.53%
430,666
+7,397
82
$36.2M 0.53%
1,038,630
+56,421
83
$36.1M 0.52%
469,713
-26,386
84
$35.7M 0.52%
586,914
+8,686
85
$35.2M 0.51%
269,517
-11,284
86
$35.2M 0.51%
1,258,519
+118,844
87
$35.1M 0.51%
1,571,835
+3,420
88
$34.9M 0.51%
731,585
+10,272
89
$34.7M 0.5%
805,997
+3,582
90
$34.5M 0.5%
449,071
-20,390
91
$34.1M 0.5%
787,725
+10,130
92
$33.8M 0.49%
1,616,112
+40,783
93
$33.4M 0.49%
1,228,219
+35,415
94
$33.4M 0.48%
334,481
+26,955
95
$33.3M 0.48%
522,831
-10,865
96
$33.3M 0.48%
523,361
+269
97
$33.2M 0.48%
1,519,962
+69,797
98
$32.6M 0.47%
985,480
+749
99
$32.4M 0.47%
391,272
+20,201
100
$32.3M 0.47%
596,436
+12,012
2 3
4
5 6