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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.4M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.48M
5
WASH icon
Washington Trust Bancorp
WASH
+$7.89M

Top Sells

1
+$28.6M
2
+$10.8M
3
+$10.3M
4
UMBF icon
UMB Financial
UMBF
+$9.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$9.57M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.3M 0.38%
894,099
-33,725
102
$24.3M 0.38%
502,728
-14,576
103
$24.2M 0.38%
1,014,585
-41,871
104
$24.1M 0.38%
175,694
-6,412
105
$24M 0.38%
676,977
-19,461
106
$24M 0.38%
1,203,332
-27,498
107
$23.9M 0.38%
281,917
-17,624
108
$23.4M 0.37%
162,963
-10,007
109
$23M 0.36%
328,108
-12,998
110
$23M 0.36%
291,541
-38,180
111
$22.7M 0.36%
669,848
-27,150
112
$22.6M 0.36%
186,070
-1,952
113
$22.6M 0.36%
457,188
+85,575
114
$22.5M 0.36%
470,184
-42,335
115
$22.5M 0.35%
668,497
-171,613
116
$22.4M 0.35%
977,141
-16,747
117
$22.4M 0.35%
262,323
-9,784
118
$22.2M 0.35%
1,015,714
-31,314
119
$22.2M 0.35%
337,266
+129,010
120
$22M 0.35%
280,641
-9,371
121
$21.8M 0.34%
394,018
+4,250
122
$21.6M 0.34%
184,474
-535
123
$21.4M 0.34%
289,293
-43,017
124
$21.4M 0.34%
355,777
+4,873
125
$21.3M 0.34%
756,550
-41,053
3 4
5
6 7