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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.4M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.48M
5
WASH icon
Washington Trust Bancorp
WASH
+$7.89M

Top Sells

1
+$28.6M
2
+$10.8M
3
+$10.3M
4
UMBF icon
UMB Financial
UMBF
+$9.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$9.57M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.11M 0.11%
193,016
202
$7.04M 0.11%
113,476
-7,898
203
$6.88M 0.11%
+51,025
204
$6.86M 0.11%
240,848
-11,093
205
$6.6M 0.1%
90,138
+21,173
206
$6.47M 0.1%
328,340
+10,567
207
$6.35M 0.1%
95,227
+2,971
208
$6.29M 0.1%
29,048
+885
209
$6.16M 0.1%
91,363
+5,200
210
$6.13M 0.1%
124,178
+4,206
211
$6.13M 0.1%
215,733
-2,169
212
$6.09M 0.1%
67,661
+2,406
213
$6.07M 0.1%
234,776
-73,939
214
$6.03M 0.1%
89,618
+12,154
215
$5.82M 0.09%
68,865
-2,528
216
$5.67M 0.09%
80,758
+2,072
217
$5.52M 0.09%
34,769
+63
218
$5.39M 0.09%
143,548
+4,120
219
$5.2M 0.08%
143,317
+4,201
220
$4.82M 0.08%
31,825
+448
221
$4.79M 0.08%
73,530
-1,550
222
$4.75M 0.07%
55,467
-3,563
223
$4.72M 0.07%
121,305
-3,208
224
$4.44M 0.07%
53,840
-151
225
$4.25M 0.07%
54,929
+2,688
7 8
9
10 11