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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.9M
3
+$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1
+$25.9M
2
+$21.7M
3
+$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22.7M 0.3%
293,424
-2,850
102
$22.6M 0.29%
278,546
-2,138
103
$22.5M 0.29%
128,996
-8,039
104
$22.4M 0.29%
179,924
-424
105
$22.2M 0.29%
205,624
-747
106
$21.4M 0.28%
450,992
-3,193
107
$21M 0.27%
225,101
-3,185
108
$20.8M 0.27%
244,247
-3,734
109
$20.8M 0.27%
475,876
+99,357
110
$20.7M 0.27%
146,735
+6,461
111
$20.6M 0.27%
166,022
-208,587
112
$20.6M 0.27%
366,821
+35,283
113
$20.5M 0.27%
468,390
+2,006
114
$20.4M 0.27%
241,904
-1,444
115
$20.3M 0.26%
143,260
-1,480
116
$19.8M 0.26%
683,719
-6,241
117
$19.5M 0.25%
135,137
-1,683
118
$19.5M 0.25%
472,921
+99,846
119
$19.4M 0.25%
130,093
+595
120
$19.4M 0.25%
748,517
+130,146
121
$19.2M 0.25%
287,338
-240,369
122
$19.1M 0.25%
130,883
+4,241
123
$18.9M 0.25%
149,323
-1,789
124
$18.8M 0.24%
126,520
+110
125
$18.7M 0.24%
1,164,700
+5,927
3 4
5
6 7