BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.36M 0.07%
49,506
-5,189
227
$4.3M 0.07%
105,163
-10,140
228
$4.28M 0.07%
138,737
+89,513
229
$4.28M 0.07%
54,448
+3,570
230
$4.17M 0.06%
92,760
231
$3.93M 0.06%
34,770
-1,015
232
$3.88M 0.06%
50,912
-1,205
233
$3.73M 0.06%
66,172
+45,922
234
$3.65M 0.06%
242,250
+31,125
235
$3.56M 0.05%
86,473
-10,719
236
$3.33M 0.05%
38,997
-3,750
237
$3.23M 0.05%
30,433
-46
238
$3.22M 0.05%
59,600
+10,100
239
$3.16M 0.05%
57,635
+8,260
240
$3.1M 0.05%
58,593
-125
241
$2.98M 0.05%
93,567
+538
242
$2.97M 0.05%
39,750
-600
243
$2.69M 0.04%
100,457
-464
244
$2.62M 0.04%
63,180
+10,080
245
$2.46M 0.04%
44,022
-2,920
246
$2.46M 0.04%
62,320
+11,545
247
$2.31M 0.04%
48,400
+7,600
248
$2.25M 0.03%
31,987
-125
249
$2.21M 0.03%
38,175
-18,545
250
$2.19M 0.03%
68,278
+17,578
8 9
10
11 12