BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.88B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$19.2M
3
+$10.1M
4
CNC icon
Centene
CNC
+$9.78M
5
PPG icon
PPG Industries
PPG
+$9.43M

Top Sells

1
+$29.4M
2
+$21.9M
3
+$21.5M
4
COHR icon
Coherent
COHR
+$20.1M
5
AGN
Allergan Inc
AGN
+$18.1M

Sector Composition

1 Financials 16.43%
2 Technology 15.98%
3 Industrials 14.65%
4 Healthcare 11.3%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.9M 0.36%
509,984
-26,991
127
$24.8M 0.36%
194,750
-12,442
128
$24.5M 0.36%
234,477
-6,530
129
$24.3M 0.35%
204,526
-4,718
130
$24.3M 0.35%
357,940
+53,695
131
$23.8M 0.35%
665,487
-3,805
132
$23.8M 0.35%
452,035
+37,785
133
$23.5M 0.34%
140,936
-7,319
134
$23.5M 0.34%
778,692
-9,906
135
$23M 0.33%
173,258
-6,573
136
$22.4M 0.33%
182,009
-431
137
$21.7M 0.32%
347,874
+10,804
138
$21.1M 0.31%
533,980
+135,725
139
$20.8M 0.3%
599,385
+3,264
140
$20.7M 0.3%
1,122,769
+88,143
141
$20.5M 0.3%
828,513
+110,331
142
$20.5M 0.3%
477,309
+14,082
143
$20.5M 0.3%
270,323
+20,332
144
$20.4M 0.3%
826,476
-33,409
145
$19.9M 0.29%
287,405
+277,132
146
$19.5M 0.28%
250,150
-1,587
147
$19.5M 0.28%
1,223,596
-57,342
148
$19.3M 0.28%
744,215
+19,181
149
$18.6M 0.27%
496,120
+17,020
150
$18.1M 0.26%
493,703
-22,585
4 5
6
7 8