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
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34.2M 0.28%
299,398
+91,290
127
$34M 0.28%
297,481
+23,493
128
$33.7M 0.28%
406,114
+43,912
129
$33.5M 0.28%
230,382
+30,827
130
$33.5M 0.28%
462,132
+60,440
131
$33M 0.27%
284,919
+72,019
132
$32.7M 0.27%
351,514
+121,311
133
$32.6M 0.27%
165,224
+22,409
134
$32.4M 0.27%
386,198
+8,106
135
$32.4M 0.27%
175,806
-77,445
136
$32.4M 0.27%
664,867
+12,962
137
$31.2M 0.26%
88,291
-241
138
$30.8M 0.25%
43,209
+1,957
139
$30.2M 0.25%
147,228
+1,990
140
$29.9M 0.25%
415,036
+411,436
141
$29.8M 0.25%
359,348
+8,240
142
$29.8M 0.25%
665,083
+14,199
143
$29.5M 0.24%
361,278
+8,876
144
$29.4M 0.24%
98,332
-67,386
145
$29.4M 0.24%
155,228
+12,178
146
$29.2M 0.24%
1,298,812
+267,805
147
$29.2M 0.24%
441,270
+10,142
148
$28.4M 0.23%
130,947
-6,055
149
$28.2M 0.23%
253,611
+85,477
150
$28.1M 0.23%
98,902
+14,431
4 5
6
7 8