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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.4M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.48M
5
WASH icon
Washington Trust Bancorp
WASH
+$7.89M

Top Sells

1
+$28.6M
2
+$10.8M
3
+$10.3M
4
UMBF icon
UMB Financial
UMBF
+$9.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$9.57M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.6M 0.23%
+198,862
152
$14.6M 0.23%
113,908
-84,289
153
$14.6M 0.23%
173,546
+625
154
$14.5M 0.23%
228,944
+3,812
155
$14.2M 0.22%
418,432
-15,617
156
$14M 0.22%
545,532
-23,040
157
$14M 0.22%
148,024
-6,988
158
$14M 0.22%
326,469
-96,598
159
$13.8M 0.22%
697,388
-91,344
160
$13.6M 0.22%
200,299
-2,150
161
$13.4M 0.21%
284,095
+115,845
162
$13.1M 0.21%
158,418
-346,903
163
$13M 0.2%
522,462
-16,952
164
$12.8M 0.2%
273,474
+2,400
165
$12.7M 0.2%
353,262
-17,749
166
$12.7M 0.2%
226,657
-6,515
167
$12.6M 0.2%
394,069
-95,849
168
$12.4M 0.2%
385,950
-16,374
169
$12.2M 0.19%
84,147
+2,643
170
$12M 0.19%
23,666
-1,373
171
$11.4M 0.18%
14,460
+517
172
$11.1M 0.17%
73,692
+11,857
173
$10.7M 0.17%
113,937
+2,927
174
$10.7M 0.17%
1,712,443
-112,452
175
$10.5M 0.17%
206,212
+10,736
5 6
7
8 9