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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1
+$26.3M
2
+$22.9M
3
+$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.3M 0.38%
332,310
+6,960
102
$22.9M 0.38%
696,438
+160,371
103
$22.9M 0.38%
404,107
+17,490
104
$22.8M 0.38%
290,599
-767
105
$22.7M 0.37%
419,875
+61,950
106
$22.4M 0.37%
185,009
+618
107
$22.3M 0.37%
429,222
+75,185
108
$22M 0.36%
696,998
-1,208
109
$21.9M 0.36%
797,603
-903
110
$21.9M 0.36%
915,956
+11,122
111
$21.7M 0.36%
188,022
-2,173
112
$21.4M 0.35%
341,106
-1,506
113
$21.3M 0.35%
1,047,028
-4,768
114
$21.1M 0.35%
1,092,335
-1,525
115
$21M 0.35%
198,197
-90
116
$20.3M 0.34%
1,183,709
-1,720
117
$20.2M 0.33%
517,304
-1,884
118
$20.1M 0.33%
182,106
-654
119
$20M 0.33%
+415,698
120
$19.9M 0.33%
879,891
+180,800
121
$19.6M 0.32%
361,638
-1,408
122
$19.6M 0.32%
350,904
+1,065
123
$19.5M 0.32%
204,005
+13,570
124
$19.4M 0.32%
442,990
+28,505
125
$19.2M 0.32%
400,644
-85,750
3 4
5
6 7