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
$7.68B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.9M
3
+$14.7M
4
PKG icon
Packaging Corp of America
PKG
+$12M
5
CMD
Cantel Medical Corporation
CMD
+$11.3M

Top Sells

1
+$25.9M
2
+$21.7M
3
+$16M
4
MTD icon
Mettler-Toledo International
MTD
+$14.4M
5
ATR icon
AptarGroup
ATR
+$12.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.53%
3 Healthcare 15.97%
4 Industrials 13.41%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$235M 3.05%
1,751,584
-17,977
2
$203M 2.64%
4,106,580
+39,332
3
$152M 1.98%
2,809,260
+45,280
4
$132M 1.72%
499,288
-1,504
5
$132M 1.71%
1,176,751
-1,083
6
$128M 1.66%
734,930
-2,626
7
$125M 1.63%
678,102
-4,947
8
$121M 1.57%
490,833
-2,536
9
$115M 1.5%
698,336
+639
10
$110M 1.43%
881,822
-97,951
11
$107M 1.4%
769,798
-1,383
12
$99.8M 1.3%
1,963,235
+30,536
13
$95.9M 1.25%
1,142,756
-2,674
14
$94.7M 1.23%
559,948
-10,208
15
$94.2M 1.23%
2,228,355
+39,075
16
$93M 1.21%
1,632,632
+3,850
17
$87.5M 1.14%
637,530
-10,735
18
$85.5M 1.11%
1,561,649
+5,701
19
$85.1M 1.11%
586,829
+14,468
20
$84.7M 1.1%
1,617,287
+11,506
21
$82M 1.07%
398,865
+710
22
$81.3M 1.06%
333,329
+5,512
23
$79.1M 1.03%
603,382
-2,934
24
$79M 1.03%
524,116
+1,239
25
$77.8M 1.01%
784,938
+10,992
1
2 3 4 5