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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1
+$26.3M
2
+$22.9M
3
+$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.55M 0.11%
272,131
-3,036
202
$6.47M 0.11%
125,612
-1,498
203
$6.35M 0.1%
168,250
-2,600
204
$6.3M 0.1%
86,163
+284
205
$6.12M 0.1%
78,686
-601
206
$6.11M 0.1%
92,256
-1,033
207
$6.11M 0.1%
65,255
-4,120
208
$5.8M 0.1%
49,962
-8,575
209
$5.78M 0.1%
217,902
-3,784
210
$5.54M 0.09%
71,393
-3,537
211
$5.47M 0.09%
119,972
-1,573
212
$5.44M 0.09%
317,773
-3,902
213
$5.39M 0.09%
190,282
+9,844
214
$5.35M 0.09%
28,163
-694
215
$5.35M 0.09%
193,016
-1,000
216
$5.29M 0.09%
47,886
-871
217
$5.29M 0.09%
59,030
+2,210
218
$5.27M 0.09%
34,706
-391
219
$5.25M 0.09%
139,116
-1,922
220
$5.21M 0.09%
139,428
-2,400
221
$5.14M 0.08%
75,080
-13,577
222
$5.06M 0.08%
77,464
+896
223
$4.86M 0.08%
68,965
-578
224
$4.83M 0.08%
124,513
-2,623
225
$4.76M 0.08%
59,071
+1,629
7 8
9
10 11