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
$6.88B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$19.2M
3
+$10.1M
4
CNC icon
Centene
CNC
+$9.78M
5
PPG icon
PPG Industries
PPG
+$9.43M

Top Sells

1
+$29.4M
2
+$21.9M
3
+$21.5M
4
COHR icon
Coherent
COHR
+$20.1M
5
AGN
Allergan Inc
AGN
+$18.1M

Sector Composition

1 Financials 16.43%
2 Technology 15.98%
3 Industrials 14.65%
4 Healthcare 11.3%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18M 0.26%
778,188
+11,664
152
$17.7M 0.26%
462,212
-23,619
153
$17.3M 0.25%
1,211,730
-44,040
154
$17.1M 0.25%
491,369
-1,629
155
$15.6M 0.23%
464,269
-23,395
156
$14.5M 0.21%
116,553
-4,570
157
$14.3M 0.21%
433,695
-20,621
158
$13.7M 0.2%
454,278
+19,963
159
$13.5M 0.2%
121,460
-200
160
$12.9M 0.19%
155,878
+962
161
$12.8M 0.19%
379,174
-18,047
162
$12.6M 0.18%
636,779
+10,476
163
$12.4M 0.18%
253,937
+63,948
164
$11.7M 0.17%
92,624
-488
165
$11.7M 0.17%
160,395
+11,803
166
$11.4M 0.17%
317,734
-3,540
167
$11.3M 0.16%
199,082
+39,631
168
$11.2M 0.16%
715,158
-43,810
169
$11M 0.16%
698,577
-34,492
170
$10.7M 0.16%
135,147
+18,601
171
$10.7M 0.16%
166,975
-8,150
172
$10.7M 0.16%
464,001
+83,540
173
$10.5M 0.15%
694,599
+25,059
174
$10.2M 0.15%
97,839
-411
175
$10.2M 0.15%
152,987
+19,445
5 6
7
8 9