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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.1M 0.1%
121,567
-2,768
202
$9.82M 0.09%
105,953
+9,427
203
$9.31M 0.09%
211,314
+1,559
204
$8.99M 0.08%
46,275
+1,025
205
$8.95M 0.08%
112,555
+730
206
$8.77M 0.08%
234,545
+35
207
$8.5M 0.08%
24,500
+2,215
208
$8.42M 0.08%
171,736
-28,315
209
$8.4M 0.08%
34,535
-3,842
210
$8.3M 0.08%
41,378
-6,981
211
$7.88M 0.07%
71,690
+28,365
212
$7.45M 0.07%
217,904
+1,354
213
$7.37M 0.07%
19,120
+100
214
$7.09M 0.07%
40,796
-81
215
$6.68M 0.06%
63,678
+24,315
216
$6.64M 0.06%
191,000
+11,000
217
$6.54M 0.06%
37,781
+3,317
218
$6.46M 0.06%
66,775
+8,475
219
$5.95M 0.06%
87,205
-1,635
220
$5.94M 0.06%
54,678
-480
221
$5.83M 0.06%
40,175
+6,750
222
$5.8M 0.05%
103,827
-75,428
223
$5.74M 0.05%
43,145
-1,080
224
$5.69M 0.05%
23,794
+5,125
225
$5.64M 0.05%
14,637
-14,011
7 8
9
10 11