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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.4M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.48M
5
WASH icon
Washington Trust Bancorp
WASH
+$7.89M

Top Sells

1
+$28.6M
2
+$10.8M
3
+$10.3M
4
UMBF icon
UMB Financial
UMBF
+$9.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$9.57M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.4M 0.16%
125,642
+3,506
177
$10.3M 0.16%
196,415
-6,333
178
$10M 0.16%
144,659
-2,987
179
$9.91M 0.16%
222,004
-7,569
180
$9.51M 0.15%
163,216
+39,602
181
$8.98M 0.14%
101,906
+2,606
182
$8.93M 0.14%
387,759
-2,085
183
$8.89M 0.14%
85,565
-1,675
184
$8.82M 0.14%
282,450
-23,100
185
$8.73M 0.14%
389,060
+13,460
186
$8.72M 0.14%
72,680
+5,675
187
$8.69M 0.14%
86,028
+2,683
188
$8.64M 0.14%
50,315
+2,429
189
$8.59M 0.14%
72,913
+9,527
190
$8.21M 0.13%
187,776
+5,984
191
$7.98M 0.13%
282,328
+10,197
192
$7.95M 0.13%
48,612
+1,412
193
$7.89M 0.12%
+140,836
194
$7.87M 0.12%
255,995
+65,713
195
$7.74M 0.12%
49,492
-470
196
$7.47M 0.12%
612,498
-35,385
197
$7.3M 0.12%
336,070
+10,822
198
$7.29M 0.11%
106,192
+7,567
199
$7.22M 0.11%
272,960
-53,854
200
$7.14M 0.11%
134,818
+9,206
6 7
8
9 10