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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37.6M 0.36%
316,763
+251,971
102
$37.5M 0.35%
147,125
+4,541
103
$37.3M 0.35%
230,310
+7,534
104
$37.1M 0.35%
+202,196
105
$36.9M 0.35%
329,400
-34,705
106
$36.4M 0.34%
521,571
-497,940
107
$36.1M 0.34%
262,807
+7,217
108
$36.1M 0.34%
642,240
+6,024
109
$35.5M 0.34%
1,182,945
+1,168,320
110
$35.4M 0.33%
243,710
+1,070
111
$35.1M 0.33%
715,203
-107,280
112
$33.8M 0.32%
124,420
-31,313
113
$33.7M 0.32%
234,541
-536
114
$33.7M 0.32%
549,441
+108,171
115
$33.6M 0.32%
282,761
-9,440
116
$33.5M 0.32%
575,327
+160,291
117
$33.3M 0.32%
851,437
+186,354
118
$33.1M 0.31%
926,811
+285,786
119
$33M 0.31%
603,514
+25,386
120
$32.7M 0.31%
235,262
+4,880
121
$31.9M 0.3%
247,661
+1,682
122
$31.4M 0.3%
389,562
+3,364
123
$31.3M 0.3%
225,799
-5,663
124
$31.3M 0.3%
173,698
+8,474
125
$31.2M 0.29%
1,311,038
+12,226
3 4
5
6 7