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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30.5M 0.29%
177,127
+1,321
127
$29.9M 0.28%
167,067
+2,294
128
$29.9M 0.28%
340,137
+10,001
129
$29.6M 0.28%
193,511
+1,958
130
$29.3M 0.28%
704,068
-45,331
131
$29M 0.27%
364,705
+3,427
132
$28.4M 0.27%
146,705
-523
133
$28.1M 0.27%
431,432
+25,318
134
$28M 0.26%
228,019
-42,468
135
$27.8M 0.26%
476,821
-88,150
136
$27.7M 0.26%
140,796
+31,059
137
$27.5M 0.26%
1,000,403
+22,520
138
$27.5M 0.26%
43,683
+474
139
$27.4M 0.26%
740,030
+3,855
140
$27.2M 0.26%
126,268
-4,679
141
$26.5M 0.25%
362,394
+3,046
142
$26.3M 0.25%
95,974
-2,358
143
$26.2M 0.25%
366,138
+7,972
144
$26.1M 0.25%
470,784
+8,652
145
$25.8M 0.24%
282,928
-152,154
146
$25.7M 0.24%
114,531
+1,398
147
$25.6M 0.24%
316,457
+73,227
148
$24.7M 0.23%
372,479
+3,021
149
$24.7M 0.23%
406,764
+3,657
150
$24.3M 0.23%
240,108
+4,745
4 5
6
7 8