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
76
$30.7M 0.4%
385,469
+2,840
77
$30.4M 0.4%
1,306,796
-16,745
78
$30.1M 0.39%
224,571
-4,375
79
$30M 0.39%
601,396
-8,425
80
$29.7M 0.39%
358,691
-3,432
81
$29M 0.38%
213,262
+2,570
82
$27.6M 0.36%
448,143
-3,972
83
$27.5M 0.36%
899,746
+118,934
84
$27.3M 0.36%
468,379
-4,971
85
$26.8M 0.35%
748,350
+30,031
86
$26.6M 0.35%
534,970
+70,211
87
$26.6M 0.35%
305,098
-2,542
88
$26M 0.34%
248,309
+47,330
89
$25.7M 0.33%
526,030
-6,983
90
$25.4M 0.33%
88,709
+402
91
$25.2M 0.33%
13,449
+1,680
92
$25.2M 0.33%
790,182
+762,712
93
$24.8M 0.32%
376,151
-4,002
94
$24.7M 0.32%
514,529
+2,512
95
$24.7M 0.32%
247,344
+5,408
96
$23.5M 0.31%
703,865
-6,474
97
$23.5M 0.31%
172,240
-1,613
98
$23.3M 0.3%
453,491
+1,860
99
$23.3M 0.3%
243,185
+9,800
100
$23.2M 0.3%
432,504
+12,835
2 3
4
5 6