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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47M 0.44%
190,211
-1,643
77
$46.7M 0.44%
300,554
-29,564
78
$46.5M 0.44%
318,064
+81,397
79
$45.1M 0.43%
286,057
-2,739
80
$45.1M 0.43%
39,264
-404
81
$44.4M 0.42%
563,614
+9,192
82
$43.9M 0.41%
449,958
+5,606
83
$43.3M 0.41%
343,204
-47,861
84
$42.7M 0.4%
234,259
-2,552
85
$42.4M 0.4%
710,805
+6,187
86
$42.1M 0.4%
548,145
+5,149
87
$42M 0.4%
573,601
+5,673
88
$41.2M 0.39%
363,952
+4,696
89
$41.1M 0.39%
594,320
-2,890
90
$40.8M 0.39%
469,659
+3,922
91
$40.6M 0.38%
284,793
+50,781
92
$40.5M 0.38%
358,098
+60,617
93
$40.2M 0.38%
313,972
+42,559
94
$40.1M 0.38%
282,260
+5,922
95
$39.6M 0.37%
607,976
-222,914
96
$39.5M 0.37%
+1,993,528
97
$38.7M 0.37%
191,128
+33,877
98
$38.6M 0.36%
933,969
+7,406
99
$38.4M 0.36%
461,409
+4,351
100
$38M 0.36%
231,199
+781
2 3
4
5 6