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
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27.2M 0.22%
165,826
-182,983
152
$27M 0.22%
113,133
+2,806
153
$27M 0.22%
369,458
+7,777
154
$26.9M 0.22%
137,508
+2,148
155
$26.5M 0.22%
641,025
+9,728
156
$26.3M 0.22%
292,394
+11,427
157
$25.7M 0.21%
195,295
+24,120
158
$25.7M 0.21%
403,107
+8,801
159
$25.4M 0.21%
235,363
+31,526
160
$25M 0.21%
255,758
+5,261
161
$24.3M 0.2%
243,230
-49,251
162
$23.7M 0.2%
725,264
+14,306
163
$23.4M 0.19%
551,494
-39,107
164
$23.1M 0.19%
270,545
+37,399
165
$22.5M 0.19%
109,737
+108,762
166
$21.7M 0.18%
157,729
-8,619
167
$21.7M 0.18%
417,044
-361,811
168
$21.5M 0.18%
358,166
+143,367
169
$20.7M 0.17%
165,909
-39,844
170
$20.1M 0.17%
200,269
+4,641
171
$20M 0.17%
225,197
+6,998
172
$20M 0.16%
237,923
+71,705
173
$19.6M 0.16%
166,818
-17,510
174
$19.6M 0.16%
258,833
-9,695
175
$19.5M 0.16%
603,066
+23,363
5 6
7
8 9