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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1
+$26.3M
2
+$22.9M
3
+$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.1M 0.31%
389,768
-2,685
127
$19.1M 0.31%
356,430
-1,624
128
$18.9M 0.31%
522,419
-2,578
129
$18.7M 0.31%
371,613
-187
130
$18.6M 0.31%
1,230,830
+270,776
131
$18.5M 0.31%
272,107
+58,984
132
$17.9M 0.29%
1,793,670
+7,155
133
$17.5M 0.29%
993,888
-2,591
134
$17.4M 0.29%
210,175
+1,391
135
$17.2M 0.28%
196,583
-1,388
136
$16.2M 0.27%
168,533
+1,217
137
$15.9M 0.26%
1,049,958
-6,256
138
$15.9M 0.26%
290,012
-2,251
139
$15.7M 0.26%
184,463
-2,472
140
$15.7M 0.26%
101,154
+519
141
$15.6M 0.26%
568,572
-2,324
142
$15.5M 0.26%
423,067
-2,410
143
$15.4M 0.25%
489,918
-2,329
144
$15.3M 0.25%
382,687
-774
145
$15.2M 0.25%
197,186
-382
146
$14.9M 0.25%
792,397
-3,265
147
$14.7M 0.24%
143,097
-2,386
148
$14.5M 0.24%
361,981
-1,842
149
$14.5M 0.24%
+208,256
150
$14.4M 0.24%
1,824,895
+57
4 5
6
7 8