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
$12.1B
AUM Growth
-$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$39.3M
3
+$34.4M
4
MEDP icon
Medpace
MEDP
+$30.5M
5
TRMB icon
Trimble
TRMB
+$29.7M

Top Sells

1
+$38.6M
2
+$33.2M
3
+$30M
4
PNC icon
PNC Financial Services
PNC
+$29.9M
5
AMGN icon
Amgen
AMGN
+$28.5M

Sector Composition

1 Technology 19.87%
2 Financials 16.58%
3 Healthcare 15.96%
4 Industrials 13.65%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$482M 3.98%
2,761,577
-106,642
2
$454M 3.75%
1,473,737
+99
3
$206M 1.7%
1,479,160
+30,440
4
$199M 1.65%
590,961
-789
5
$198M 1.64%
1,419,560
-20,920
6
$193M 1.59%
334,594
-13,039
7
$154M 1.28%
696,131
+6,370
8
$151M 1.25%
1,110,745
+4,328
9
$147M 1.22%
288,752
-794
10
$136M 1.13%
1,159,213
+373,861
11
$136M 1.12%
766,917
+45,865
12
$134M 1.11%
490,914
+1,235
13
$132M 1.09%
2,540,088
+112,333
14
$122M 1%
240,028
+16,809
15
$121M 1%
533,879
-3,513
16
$121M 1%
389,307
+75,680
17
$119M 0.98%
885,429
-6,416
18
$119M 0.98%
553,994
-727
19
$117M 0.97%
450,671
+3,113
20
$111M 0.91%
602,471
-12,367
21
$110M 0.91%
674,994
+186,518
22
$109M 0.9%
406,643
-2,891
23
$107M 0.88%
704,796
+64,736
24
$106M 0.88%
1,993,890
+15,893
25
$104M 0.86%
239,434
+13,330
1
2 3 4 5