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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.9M
3
+$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1
+$25.9M
2
+$21.7M
3
+$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.5M 0.24%
302,196
-32,673
127
$18.4M 0.24%
16,710
+316
128
$18.4M 0.24%
397,566
-519
129
$17.7M 0.23%
114,564
+1,246
130
$17.6M 0.23%
44,466
-1,031
131
$17.3M 0.22%
149,431
+434
132
$17.1M 0.22%
365,032
-7,222
133
$16.8M 0.22%
115,905
-6,581
134
$16.8M 0.22%
1,268,095
-17,880
135
$16.7M 0.22%
118,538
+2,753
136
$16.6M 0.22%
789,962
-16,360
137
$16.5M 0.21%
268,802
-2,604
138
$16.4M 0.21%
204,146
+10,374
139
$16.2M 0.21%
414,253
+83,533
140
$16.1M 0.21%
259,073
+25,637
141
$16M 0.21%
517,435
-5,226
142
$15.9M 0.21%
131,341
-1,165
143
$15.8M 0.21%
353,673
-5,353
144
$15.7M 0.2%
165,599
+1,175
145
$15.7M 0.2%
76,631
+1,721
146
$15.6M 0.2%
389,066
-6,296
147
$15.4M 0.2%
113,702
+860
148
$15.4M 0.2%
250,008
-693
149
$15.3M 0.2%
457,375
+1,201
150
$15.1M 0.2%
371,190
+107,675
4 5
6
7 8