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
$6.34B
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$16.4M
3
+$14.6M
4
PRXL
Parexel International Corp
PRXL
+$8.48M
5
WASH icon
Washington Trust Bancorp
WASH
+$7.89M

Top Sells

1
+$28.6M
2
+$10.8M
3
+$10.3M
4
UMBF icon
UMB Financial
UMBF
+$9.69M
5
ESRX
Express Scripts Holding Company
ESRX
+$9.57M

Sector Composition

1 Financials 18.84%
2 Technology 14.39%
3 Healthcare 14.35%
4 Industrials 13.76%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$112M 1.76%
3,862,388
+36,976
2
$111M 1.75%
1,789,786
+15,137
3
$92M 1.45%
798,199
+7,026
4
$87.4M 1.38%
1,013,203
-2,145
5
$82.3M 1.3%
702,221
+2,559
6
$81.9M 1.29%
511,601
+3,962
7
$79.2M 1.25%
2,052,160
+76,400
8
$77.7M 1.23%
345,891
-7,145
9
$76.2M 1.2%
328,105
+8,691
10
$76.2M 1.2%
510,070
+4,431
11
$75.7M 1.19%
468,758
-8,111
12
$74.7M 1.18%
2,163,996
+74,168
13
$73.6M 1.16%
864,304
+3,308
14
$71.7M 1.13%
585,716
-37,411
15
$71.7M 1.13%
1,394,993
+31,949
16
$71.2M 1.12%
692,657
+13,966
17
$67.9M 1.07%
580,860
+13,179
18
$67.7M 1.07%
1,331,683
+12,722
19
$63.8M 1.01%
972,014
-45,868
20
$62.2M 0.98%
847,426
+223,162
21
$62.2M 0.98%
820,909
-16,405
22
$58.9M 0.93%
782,527
-23,710
23
$58.8M 0.93%
753,246
+15,142
24
$56.7M 0.89%
546,794
+2,477
25
$56M 0.88%
534,950
-5,194
1
2 3 4 5