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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.9M
3
+$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1
+$25.9M
2
+$21.7M
3
+$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12M 0.16%
257,402
+9,138
177
$11.7M 0.15%
111,855
+243
178
$11.7M 0.15%
128,541
-1,789
179
$11.7M 0.15%
218,779
-3,141
180
$11.6M 0.15%
331,059
-4,970
181
$11.5M 0.15%
226,809
-5,547
182
$11.4M 0.15%
393,723
+5,328
183
$11.3M 0.15%
+140,107
184
$11.2M 0.15%
215,564
-4,524
185
$11.2M 0.15%
106,544
+200
186
$11.2M 0.15%
241,031
-5,033
187
$11.2M 0.15%
13,102
-202
188
$11.1M 0.14%
121,778
+10,256
189
$11M 0.14%
170,831
-3,304
190
$10.9M 0.14%
260,399
-4,081
191
$10.8M 0.14%
133,583
+44,201
192
$10.7M 0.14%
170,553
-70,880
193
$10.7M 0.14%
129,801
+7,550
194
$10.3M 0.13%
225,878
-62,166
195
$10.1M 0.13%
447,002
-1,341
196
$9.77M 0.13%
43,498
+372
197
$9.61M 0.13%
71,741
-10
198
$9.6M 0.12%
126,038
-43,545
199
$9.37M 0.12%
81,077
+4,600
200
$8.86M 0.12%
144,703
-2,095
6 7
8
9 10