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
$6.88B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$19.2M
3
+$10.1M
4
CNC icon
Centene
CNC
+$9.78M
5
PPG icon
PPG Industries
PPG
+$9.43M

Top Sells

1
+$29.4M
2
+$21.9M
3
+$21.5M
4
COHR icon
Coherent
COHR
+$20.1M
5
AGN
Allergan Inc
AGN
+$18.1M

Sector Composition

1 Financials 16.43%
2 Technology 15.98%
3 Industrials 14.65%
4 Healthcare 11.3%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.2M 0.47%
585,105
+12,473
102
$32.1M 0.47%
1,852,707
-5,380
103
$31.9M 0.46%
903,866
+24,170
104
$31.7M 0.46%
478,488
+7,784
105
$31.6M 0.46%
818,673
+140,205
106
$31.6M 0.46%
1,571,622
+18,996
107
$31.5M 0.46%
1,173,408
-23,530
108
$30.6M 0.45%
623,070
+109,743
109
$30.6M 0.44%
691,411
+8,414
110
$30.6M 0.44%
359,485
+100,390
111
$30.4M 0.44%
335,948
+16,255
112
$30.4M 0.44%
257,559
-3,805
113
$30.1M 0.44%
2,403,052
-38,015
114
$30M 0.44%
222,073
-12,885
115
$29.6M 0.43%
795,440
+30,739
116
$29.2M 0.42%
115,195
-3,070
117
$29.1M 0.42%
289,444
-3,840
118
$28.6M 0.42%
424,530
-8,240
119
$28.3M 0.41%
812,435
-26,018
120
$28.2M 0.41%
1,135,478
+5,714
121
$27.8M 0.4%
1,553,467
-6,015
122
$26.2M 0.38%
1,298,717
+73,599
123
$26.1M 0.38%
63,706
-1,036
124
$26M 0.38%
372,372
-6,727
125
$25M 0.36%
1,209,346
+14,747
3 4
5
6 7