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
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.4M 0.09%
200,051
+4,380
202
$11.4M 0.09%
120,718
-55,445
203
$11.2M 0.09%
45,250
-755
204
$11M 0.09%
111,825
-7,312
205
$10.9M 0.09%
179,255
+2,890
206
$10.1M 0.08%
62,160
+20,900
207
$9.87M 0.08%
209,755
+4,919
208
$9.77M 0.08%
96,526
-6,450
209
$9.47M 0.08%
139,882
-10,725
210
$9.28M 0.08%
38,377
-117,946
211
$9.25M 0.08%
22,285
+2,425
212
$9.15M 0.08%
66,693
-12,348
213
$8.57M 0.07%
64,792
+860
214
$8.43M 0.07%
242,620
+3,800
215
$8.23M 0.07%
216,550
+4,562
216
$7.95M 0.07%
40,877
-5
217
$7.57M 0.06%
19,020
+805
218
$7.4M 0.06%
34,464
+705
219
$7.21M 0.06%
20,320
+680
220
$7.03M 0.06%
73,630
-30,640
221
$6.88M 0.06%
147,470
-460,510
222
$6.75M 0.06%
180,000
+64,000
223
$6.73M 0.06%
33,425
+5,040
224
$6.7M 0.06%
136,188
-17,750
225
$6.53M 0.05%
55,158
-3,086
7 8
9
10 11