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
$6.88B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$19.2M
3
+$10.1M
4
CNC icon
Centene
CNC
+$9.78M
5
PPG icon
PPG Industries
PPG
+$9.43M

Top Sells

1
+$29.4M
2
+$21.9M
3
+$21.5M
4
COHR icon
Coherent
COHR
+$20.1M
5
AGN
Allergan Inc
AGN
+$18.1M

Sector Composition

1 Financials 16.43%
2 Technology 15.98%
3 Industrials 14.65%
4 Healthcare 11.3%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.1M 0.15%
146,044
-38,900
177
$10.1M 0.15%
95,970
+89,770
178
$9.78M 0.14%
+517,252
179
$9.72M 0.14%
117,481
+4
180
$9.06M 0.13%
239,685
+86,065
181
$9.05M 0.13%
258,604
-784
182
$8.96M 0.13%
289,881
+5,711
183
$8.08M 0.12%
64,042
-193
184
$7.45M 0.11%
135,395
-98
185
$7.14M 0.1%
61,208
-218
186
$7.1M 0.1%
+147,447
187
$7.03M 0.1%
280,941
-21,525
188
$7.02M 0.1%
200,650
+5,000
189
$6.89M 0.1%
210,161
-949
190
$6.84M 0.1%
107,305
+12,977
191
$6.8M 0.1%
84,853
-61,688
192
$6.75M 0.1%
56,116
+128
193
$6.26M 0.09%
266,480
-915,284
194
$6.13M 0.09%
105,145
+87,095
195
$5.88M 0.09%
55,992
-222
196
$5.83M 0.08%
86,975
+800
197
$5.64M 0.08%
70,113
+18,325
198
$5.63M 0.08%
96,788
-47,471
199
$5.62M 0.08%
50,404
+269
200
$5.47M 0.08%
67,704
-288
6 7
8
9 10