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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$24.2M 0.23%
157,383
+2,155
152
$24.2M 0.23%
258,002
+4,391
153
$23.9M 0.23%
87,560
-731
154
$23.7M 0.22%
257,441
+1,683
155
$23.6M 0.22%
737,664
+12,400
156
$22.9M 0.22%
305,645
+6,247
157
$22.7M 0.21%
139,531
+2,023
158
$22.4M 0.21%
91,001
+70,681
159
$21.7M 0.21%
295,482
+3,088
160
$21.6M 0.2%
101,113
+2,211
161
$21.6M 0.2%
301,163
+143,229
162
$21.1M 0.2%
263,413
+4,580
163
$21M 0.2%
277,040
+6,495
164
$20.8M 0.2%
143,813
+28,501
165
$20.5M 0.19%
158,015
+286
166
$20.2M 0.19%
352,698
+1,184
167
$20.2M 0.19%
201,959
+1,690
168
$20M 0.19%
340,757
+3,324
169
$19.2M 0.18%
118,833
-35,100
170
$19.1M 0.18%
209,959
+14,664
171
$19.1M 0.18%
272,892
-12,027
172
$18.8M 0.18%
226,481
+1,284
173
$18.2M 0.17%
424,087
+131,596
174
$18.2M 0.17%
425,469
+8,425
175
$17.9M 0.17%
240,302
+2,379
5 6
7
8 9