BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.88B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$19.2M
3
+$10.1M
4
CNC icon
Centene
CNC
+$9.78M
5
PPG icon
PPG Industries
PPG
+$9.43M

Top Sells

1
+$29.4M
2
+$21.9M
3
+$21.5M
4
COHR icon
Coherent
COHR
+$20.1M
5
AGN
Allergan Inc
AGN
+$18.1M

Sector Composition

1 Financials 16.43%
2 Technology 15.98%
3 Industrials 14.65%
4 Healthcare 11.3%
5 Consumer Discretionary 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.8M 1.29%
1,052,052
+5,598
2
$82.3M 1.2%
817,691
-24,105
3
$79.2M 1.15%
3,410,492
-35,160
4
$77.6M 1.13%
305,241
-4,105
5
$74.5M 1.08%
1,786,015
+35,880
6
$73.8M 1.07%
843,211
-32,131
7
$72.7M 1.06%
471,393
-11,093
8
$69.6M 1.01%
1,643,936
-154,857
9
$67.7M 0.98%
1,747,034
-65,916
10
$66.5M 0.97%
823,081
-14,325
11
$65.9M 0.96%
627,689
+2,857
12
$65.6M 0.95%
1,118,062
+11,447
13
$65M 0.94%
640,631
-23,448
14
$64.1M 0.93%
2,641,983
+31,816
15
$63.6M 0.92%
607,961
+15,265
16
$62.9M 0.91%
1,492,147
+19,516
17
$62.9M 0.91%
545,029
+1,824
18
$62.3M 0.9%
540,663
-8,385
19
$62.3M 0.9%
949,227
-14,804
20
$62M 0.9%
672,357
-3,080
21
$61.9M 0.9%
1,001,580
+14,486
22
$61.5M 0.89%
1,067,823
+24,296
23
$60.6M 0.88%
880,942
+13,131
24
$60.3M 0.88%
908,000
+7,665
25
$60.1M 0.87%
82,478
+12,633
1
2 3 4 5