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
$6.88B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$19.2M
3
+$10.1M
4
CNC icon
Centene
CNC
+$9.78M
5
PPG icon
PPG Industries
PPG
+$9.43M

Top Sells

1
+$29.4M
2
+$21.9M
3
+$21.5M
4
COHR icon
Coherent
COHR
+$20.1M
5
AGN
Allergan Inc
AGN
+$18.1M

Sector Composition

1 Financials 16.43%
2 Technology 15.98%
3 Industrials 14.65%
4 Healthcare 11.3%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.35M 0.08%
165,185
-40,906
202
$5.18M 0.08%
144,374
+800
203
$5.17M 0.08%
30,575
-107,048
204
$4.99M 0.07%
95,500
205
$4.95M 0.07%
145,980
-800
206
$4.91M 0.07%
113,938
-308
207
$4.66M 0.07%
57,968
+6,050
208
$4.51M 0.07%
169,894
+32,408
209
$4.35M 0.06%
53,635
+18,330
210
$4.14M 0.06%
32,861
-728
211
$3.83M 0.06%
94,166
+33,675
212
$3.67M 0.05%
42,946
-485
213
$3.66M 0.05%
97,287
+950
214
$3.59M 0.05%
65,062
+17,659
215
$3.48M 0.05%
32,586
+12,985
216
$3.37M 0.05%
71,199
+20,152
217
$2.81M 0.04%
279,375
-18,375
218
$2.76M 0.04%
42,400
+1,600
219
$2.75M 0.04%
35,737
+3,850
220
$2.71M 0.04%
101,417
+33,132
221
$2.63M 0.04%
43,900
+1,000
222
$2.61M 0.04%
92,590
223
$2.57M 0.04%
51,763
-42
224
$2.48M 0.04%
58,665
-527
225
$2.48M 0.04%
56,125
-10,200
7 8
9
10 11