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
76
$28.6M 0.45%
1,083,147
-23,825
77
$28.6M 0.45%
1,181,992
+221,134
78
$27.8M 0.44%
497,513
-10,814
79
$27.8M 0.44%
511,057
-10,944
80
$27.5M 0.43%
445,647
-715
81
$27.4M 0.43%
494,259
+74,384
82
$27.4M 0.43%
385,224
-15,685
83
$27.4M 0.43%
899,455
-16,501
84
$27M 0.43%
694,299
-22,130
85
$26.9M 0.42%
426,699
+11,001
86
$26.9M 0.42%
678,480
-4,340
87
$26.7M 0.42%
371,037
-33,070
88
$26.7M 0.42%
238,507
-4,540
89
$26.7M 0.42%
157,981
-1,257
90
$26.4M 0.42%
457,922
-1,180
91
$26.1M 0.41%
594,654
-107,210
92
$26M 0.41%
474,620
+31,630
93
$25.9M 0.41%
484,862
+55,640
94
$25.7M 0.41%
58,463
-1,688
95
$25.3M 0.4%
404,876
-9,889
96
$25.3M 0.4%
179,272
-5,724
97
$24.7M 0.39%
1,168,238
+288,347
98
$24.5M 0.39%
347,965
-13,673
99
$24.4M 0.38%
552,440
+12,030
100
$24.3M 0.38%
235,420
+31,415
2 3
4
5 6