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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1
+$26.3M
2
+$22.9M
3
+$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.4M 0.24%
225,132
+7,723
152
$14.3M 0.24%
52,841
-1,001
153
$13.6M 0.22%
434,049
-401
154
$13.6M 0.22%
172,921
+1,125
155
$13.6M 0.22%
474,669
-2,198
156
$13.5M 0.22%
271,074
-11,450
157
$13.3M 0.22%
202,748
-1,407
158
$13.1M 0.22%
480,544
-2,094
159
$12.8M 0.21%
259,905
-9
160
$12.5M 0.21%
353,850
-471
161
$12.4M 0.2%
175,895
-372,443
162
$12.4M 0.2%
449,139
-2,007
163
$12.3M 0.2%
305,550
-900
164
$12.2M 0.2%
371,011
-2,377
165
$12.2M 0.2%
539,414
+775
166
$12M 0.2%
111,010
+30,165
167
$11.8M 0.2%
155,012
+587
168
$11.1M 0.18%
233,172
+4,560
169
$10.7M 0.18%
13,943
+2,087
170
$10.7M 0.18%
25,039
-184
171
$10.2M 0.17%
147,646
+1,560
172
$10.2M 0.17%
81,504
+187
173
$10.1M 0.17%
87,240
+25,655
174
$9.97M 0.16%
122,136
-1,073
175
$9.89M 0.16%
402,324
-1,051
5 6
7
8 9