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
76
$55.7M 0.46%
391,065
+9,812
77
$55.4M 0.46%
326,900
-438
78
$54.7M 0.45%
662,686
+90,278
79
$54.6M 0.45%
549,291
+45,984
80
$54.5M 0.45%
39,668
-3,016
81
$53.3M 0.44%
288,796
-162,269
82
$52.5M 0.43%
155,733
+3,330
83
$52.5M 0.43%
830,890
+189,457
84
$51.9M 0.43%
435,082
+12,405
85
$51.3M 0.42%
230,418
+5,083
86
$49.6M 0.41%
236,811
-21,903
87
$48.8M 0.4%
1,372,291
+63,343
88
$48.4M 0.4%
164,773
+2,740
89
$48.2M 0.4%
276,338
+37,615
90
$47.6M 0.39%
567,928
+37,464
91
$47.4M 0.39%
191,854
+2,144
92
$47.3M 0.39%
542,996
+151,345
93
$47.1M 0.39%
359,256
+8,380
94
$46.9M 0.39%
636,216
+149,126
95
$46.2M 0.38%
822,483
+22,872
96
$45.8M 0.38%
444,352
+47,127
97
$45.2M 0.37%
554,422
+64,242
98
$44.8M 0.37%
450,455
+13,800
99
$44.8M 0.37%
704,618
+14,102
100
$43.5M 0.36%
364,105
+51,682
2 3
4
5 6