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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.9M
3
+$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1
+$25.9M
2
+$21.7M
3
+$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.78M 0.11%
417,484
-261,702
202
$8.71M 0.11%
123,521
+29,850
203
$8.6M 0.11%
91,880
+134
204
$8.42M 0.11%
68,965
+203
205
$8.23M 0.11%
220,492
-2,922
206
$8.18M 0.11%
178,337
-2,673
207
$7.78M 0.1%
106,145
+5,045
208
$7.74M 0.1%
1,042,910
-29,647
209
$7.68M 0.1%
279,142
-4,216
210
$7.61M 0.1%
83,750
+975
211
$7.6M 0.1%
158,770
-1,076
212
$7.46M 0.1%
20,361
+750
213
$7.32M 0.1%
86,797
+203
214
$7.21M 0.09%
94,660
+350
215
$6.97M 0.09%
45,206
-571
216
$6.85M 0.09%
66,820
+257
217
$6.83M 0.09%
947,769
-21,101
218
$6.44M 0.08%
23,926
+745
219
$6.21M 0.08%
50,941
-779
220
$6.02M 0.08%
80,567
+16,325
221
$5.97M 0.08%
85,326
-6,995
222
$5.69M 0.07%
85,104
+1,471
223
$5.67M 0.07%
49,579
+355
224
$5.62M 0.07%
57,310
+9,925
225
$5.51M 0.07%
27,926
-204
7 8
9
10 11