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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.9M
3
+$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1
+$25.9M
2
+$21.7M
3
+$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.1M 0.2%
87,447
+41
152
$14.9M 0.19%
558,303
+49,363
153
$14.9M 0.19%
378,841
+9,010
154
$14.8M 0.19%
12,667
-177
155
$14.7M 0.19%
+199,926
156
$14.6M 0.19%
70,271
-306
157
$14.6M 0.19%
576,099
+59,859
158
$14.4M 0.19%
330,682
-5,408
159
$14.4M 0.19%
293,493
+17,878
160
$14.3M 0.19%
83,319
-96
161
$14.3M 0.19%
116,862
-1,600
162
$14.2M 0.18%
118,019
-1,573
163
$14.2M 0.18%
302,597
+75,815
164
$14.1M 0.18%
174,812
+4,925
165
$14.1M 0.18%
237,532
+297
166
$14M 0.18%
284,085
+106,087
167
$13.9M 0.18%
347,752
-2,712
168
$13.9M 0.18%
190,819
-1,192
169
$13.7M 0.18%
140,286
+25,962
170
$13.5M 0.18%
35,786
-308
171
$13.2M 0.17%
161,637
-2,222
172
$12.9M 0.17%
133,949
-32,524
173
$12.9M 0.17%
304,956
+2,548
174
$12.9M 0.17%
240,898
+76,901
175
$12M 0.16%
+126,395
5 6
7
8 9