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
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18.8M 0.16%
115,312
+9,288
177
$18.4M 0.15%
140,654
-115,689
178
$18.1M 0.15%
33,149
-5,427
179
$18.1M 0.15%
132,309
+2,409
180
$17.4M 0.14%
625,176
+13,244
181
$17.1M 0.14%
370,031
+8,521
182
$17M 0.14%
323,337
+6,652
183
$16.8M 0.14%
337,433
+11,730
184
$16.6M 0.14%
202,952
-1,375
185
$16.1M 0.13%
61,900
-10,497
186
$15.5M 0.13%
51,405
-1,635
187
$15M 0.12%
295,192
+20,311
188
$15M 0.12%
191,617
+4,537
189
$14.6M 0.12%
48,359
-69,258
190
$13.8M 0.11%
28,648
-3,808
191
$13M 0.11%
292,491
+4,577
192
$12.9M 0.11%
63,521
+94
193
$12.7M 0.1%
67,208
+1,806
194
$12.4M 0.1%
124,335
-25
195
$12.4M 0.1%
157,934
+20,071
196
$12.1M 0.1%
261,447
+4,488
197
$12M 0.1%
262,875
-32,625
198
$11.9M 0.1%
86,292
-355
199
$11.9M 0.1%
35,710
+2,355
200
$11.6M 0.1%
234,510
-12,391
6 7
8
9 10