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
76
$28.7M 0.47%
265,086
+655
77
$28.5M 0.47%
446,362
-13,386
78
$28.4M 0.47%
1,106,972
+59
79
$28.4M 0.47%
524,498
+61,019
80
$28.4M 0.47%
652,328
-4,088
81
$27.5M 0.45%
682,820
-5,680
82
$27.3M 0.45%
459,102
-1,683
83
$26.9M 0.44%
186,318
+12,385
84
$26.9M 0.44%
260,414
+4,230
85
$26.6M 0.44%
512,519
-16,338
86
$26.4M 0.44%
388,093
+228,763
87
$26.1M 0.43%
520,929
-1,762
88
$26M 0.43%
400,909
-65
89
$25.9M 0.43%
540,410
+48,680
90
$25.4M 0.42%
299,541
-1,256
91
$25M 0.41%
296,982
+41,448
92
$24.9M 0.41%
184,996
+1,445
93
$24.8M 0.41%
1,056,456
-1,903
94
$24.5M 0.4%
960,858
+747,144
95
$24.2M 0.4%
243,047
-35
96
$24.2M 0.4%
414,765
-2,149
97
$24.1M 0.4%
172,970
+661
98
$23.9M 0.39%
60,151
-492
99
$23.8M 0.39%
508,327
-985
100
$23.7M 0.39%
159,238
-7,074
2 3
4
5 6