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
$10.6B
AUM Growth
-$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$37.1M
3
+$35.1M
4
A icon
Agilent Technologies
A
+$29.9M
5
TFX icon
Teleflex
TFX
+$17.4M

Top Sells

1
+$66.2M
2
+$41.6M
3
+$36M
4
ORCL icon
Oracle
ORCL
+$34.8M
5
BKR icon
Baker Hughes
BKR
+$32.7M

Sector Composition

1 Technology 19.35%
2 Healthcare 17.05%
3 Financials 15.67%
4 Industrials 13.84%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$381M 3.6%
1,482,083
+8,346
2
$375M 3.55%
2,744,509
-17,068
3
$168M 1.59%
1,544,740
+65,580
4
$164M 1.55%
591,562
+601
5
$155M 1.46%
1,417,300
-2,260
6
$150M 1.42%
312,668
-21,926
7
$148M 1.4%
288,856
+104
8
$147M 1.39%
829,420
+62,503
9
$137M 1.29%
694,804
-1,327
10
$133M 1.25%
401,101
+11,794
11
$128M 1.21%
1,237,608
+78,395
12
$127M 1.2%
1,126,546
+15,801
13
$124M 1.17%
2,579,647
+39,559
14
$111M 1.05%
526,718
-7,161
15
$109M 1.03%
442,748
-7,923
16
$107M 1.01%
500,824
+9,910
17
$103M 0.98%
620,221
+44,914
18
$103M 0.97%
688,778
+13,784
19
$102M 0.96%
557,512
+3,518
20
$99M 0.94%
257,390
+17,956
21
$93.1M 0.88%
755,087
+27,417
22
$92.2M 0.87%
196,481
-43,547
23
$91.9M 0.87%
1,997,579
+3,689
24
$90.6M 0.86%
507,481
-94,990
25
$88.9M 0.84%
869,659
-15,770
1
2 3 4 5