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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17.3M 0.16%
600,710
-1,133,759
177
$17.3M 0.16%
+229,897
178
$17.1M 0.16%
201,918
-1,034
179
$17M 0.16%
373,922
+3,891
180
$16.9M 0.16%
134,594
-31,232
181
$16.4M 0.16%
58,630
+7,225
182
$16.2M 0.15%
149,749
-16,160
183
$15.8M 0.15%
166,292
-526
184
$15.8M 0.15%
326,088
+2,751
185
$15.5M 0.15%
306,111
+10,919
186
$15.3M 0.14%
32,718
-431
187
$14.3M 0.14%
629,373
+4,197
188
$14M 0.13%
62,477
+577
189
$13.9M 0.13%
193,289
+1,672
190
$12.8M 0.12%
112,459
-19,850
191
$12.7M 0.12%
74,162
+6,954
192
$11.6M 0.11%
108,985
+46,825
193
$11.2M 0.11%
148,673
+8,791
194
$11.1M 0.1%
263,190
+315
195
$11.1M 0.1%
266,079
+4,632
196
$10.8M 0.1%
35,665
-45
197
$10.8M 0.1%
61,931
-1,590
198
$10.5M 0.1%
66,098
-260,802
199
$10.5M 0.1%
+152,650
200
$10.3M 0.1%
84,517
-1,775
6 7
8
9 10