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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.4M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.48M
5
WASH icon
Washington Trust Bancorp
WASH
+$7.89M

Top Sells

1
+$28.6M
2
+$10.8M
3
+$10.3M
4
UMBF icon
UMB Financial
UMBF
+$9.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$9.57M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.1M 0.33%
283,939
-6,660
127
$20.8M 0.33%
1,145,303
-38,406
128
$19.8M 0.31%
343,158
-13,272
129
$19.5M 0.31%
+566,880
130
$18.9M 0.3%
385,022
-15,622
131
$18.5M 0.29%
179,793
-4,670
132
$18.2M 0.29%
1,028,953
-63,382
133
$17.8M 0.28%
202,238
-7,937
134
$17.7M 0.28%
1,043,785
-6,173
135
$17.6M 0.28%
436,821
-85,598
136
$17.4M 0.27%
1,723,615
-70,055
137
$17.2M 0.27%
376,988
-5,699
138
$17.1M 0.27%
145,433
+2,336
139
$16.7M 0.26%
560,392
+79,848
140
$16.6M 0.26%
346,931
-15,050
141
$16.1M 0.25%
339,876
-13,974
142
$16.1M 0.25%
94,591
-6,563
143
$16M 0.25%
196,284
-902
144
$15.8M 0.25%
200,555
+3,972
145
$15.7M 0.25%
757,854
-34,543
146
$15.5M 0.24%
453,820
-20,849
147
$15.4M 0.24%
431,324
-17,815
148
$15.2M 0.24%
161,313
-7,220
149
$15.2M 0.24%
248,762
-11,143
150
$14.9M 0.23%
51,624
-1,217
4 5
6
7 8