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
$6.07B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$15.6M
4
PRXL
Parexel International Corp
PRXL
+$14.5M
5
UNH icon
UnitedHealth
UNH
+$10.6M

Top Sells

1
+$26.3M
2
+$22.9M
3
+$20.7M
4
MKTX icon
MarketAxess Holdings
MKTX
+$17.9M
5
VSI
Vitamin Shoppe Inc.
VSI
+$15.1M

Sector Composition

1 Financials 16.67%
2 Healthcare 15.39%
3 Technology 15.1%
4 Industrials 13.7%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$108M 1.78%
3,825,412
+59,376
2
$102M 1.69%
1,774,649
+5,545
3
$93.5M 1.54%
791,173
+14,445
4
$85.5M 1.41%
699,662
-8,227
5
$83.6M 1.38%
476,869
+2,131
6
$79.2M 1.31%
353,036
+4,843
7
$77.4M 1.28%
507,639
-712
8
$76.8M 1.27%
1,975,760
+140,980
9
$74.7M 1.23%
623,127
-3,303
10
$74.5M 1.23%
505,639
+3,291
11
$73.2M 1.21%
860,996
+11,681
12
$71.8M 1.18%
319,414
+1,816
13
$69.4M 1.14%
1,318,961
-11,360
14
$69.3M 1.14%
2,089,828
+62,968
15
$67.6M 1.11%
1,015,348
+48,308
16
$65.5M 1.08%
1,017,882
-2,268
17
$63.2M 1.04%
837,314
-12,444
18
$61M 1.01%
738,104
+39,760
19
$59.9M 0.99%
678,691
+26,852
20
$58.8M 0.97%
540,144
-7,037
21
$58.5M 0.96%
1,363,044
+244,097
22
$53.8M 0.89%
1,369,171
+41,263
23
$53.6M 0.88%
806,237
-161,783
24
$53.1M 0.88%
422,891
-2,205
25
$53.1M 0.88%
544,317
+24,435
1
2 3 4 5