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
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43.3M 0.36%
231,462
-35,472
102
$42.9M 0.35%
749,399
-82,934
103
$42.8M 0.35%
926,563
+20,606
104
$41.6M 0.34%
465,737
+9,187
105
$40.8M 0.34%
564,971
-46,346
106
$40M 0.33%
191,553
+19,784
107
$39.9M 0.33%
255,590
+19,019
108
$39.7M 0.33%
292,201
-20,250
109
$39.3M 0.32%
597,210
+80,597
110
$39.1M 0.32%
236,667
+9,655
111
$38.8M 0.32%
142,584
+5,378
112
$38.8M 0.32%
222,776
+19,386
113
$38.4M 0.32%
330,136
+35,850
114
$37.8M 0.31%
270,487
+4,351
115
$37.6M 0.31%
457,058
+136,718
116
$36.9M 0.31%
578,128
+55,468
117
$36.8M 0.3%
271,413
+71,957
118
$36.7M 0.3%
245,979
+4,756
119
$36.6M 0.3%
242,640
+5,800
120
$36.4M 0.3%
234,012
+52,598
121
$36.3M 0.3%
736,175
+14,753
122
$35.9M 0.3%
235,077
-1,402
123
$35.7M 0.29%
157,251
+16,851
124
$34.7M 0.29%
977,883
+130,511
125
$34.2M 0.28%
153,933
-3,402
3 4
5
6 7