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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1
+$26.3M
2
+$22.9M
3
+$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.58M 0.16%
202,449
-1,602
177
$9.48M 0.16%
83,345
-1,993
178
$9.45M 0.16%
563,885
-241,926
179
$9.37M 0.15%
389,844
+9,105
180
$9.06M 0.15%
63,386
-2,910
181
$8.7M 0.14%
251,941
-351
182
$8.61M 0.14%
107,943
-8,750
183
$8.57M 0.14%
308,715
-2,099
184
$8.53M 0.14%
327,321
-1,220
185
$8.29M 0.14%
647,883
+2,805
186
$8.2M 0.14%
229,573
+55,289
187
$8.15M 0.13%
181,792
-21,232
188
$7.93M 0.13%
97,853
-7,658
189
$7.86M 0.13%
121,374
-1,094
190
$7.65M 0.13%
47,200
-1,922
191
$7.53M 0.12%
67,005
+1,921
192
$7.49M 0.12%
127,858
-739
193
$7.45M 0.12%
99,300
-2,028
194
$7.32M 0.12%
61,835
+22,534
195
$7.21M 0.12%
326,814
-5,787
196
$7.18M 0.12%
195,476
+25,229
197
$7.15M 0.12%
123,614
-928
198
$7.08M 0.12%
375,600
-4,344
199
$6.9M 0.11%
+98,625
200
$6.77M 0.11%
325,248
-4,122
6 7
8
9 10