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
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$14.7M
4
HSIC icon
Henry Schein
HSIC
+$13.6M
5
CRL icon
Charles River Laboratories
CRL
+$13.4M

Top Sells

1
+$62.1M
2
+$17.9M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.46M 0.07%
97,063
-1,438
227
$4.42M 0.06%
18,031
+675
228
$4.41M 0.06%
64,809
+2,270
229
$4.36M 0.06%
216,171
-15,021
230
$4.34M 0.06%
32,332
-100
231
$4.22M 0.06%
53,277
+3,531
232
$4.2M 0.06%
80,708
+22,304
233
$4.11M 0.06%
54,639
+4,240
234
$4.04M 0.06%
137,541
-1,455
235
$3.95M 0.06%
33,740
+387
236
$3.79M 0.06%
33,765
+2,965
237
$3.77M 0.06%
46,180
+1,400
238
$3.68M 0.05%
58,210
+1,295
239
$3.65M 0.05%
19,236
+661
240
$3.48M 0.05%
23,692
-1,124
241
$3.46M 0.05%
80,759
242
$3.42M 0.05%
33,816
-394
243
$3.4M 0.05%
98,857
+1,538
244
$3.32M 0.05%
27,544
245
$3.31M 0.05%
22,450
-140
246
$3.31M 0.05%
59,804
+1,057
247
$3.28M 0.05%
37,310
+2,415
248
$3.18M 0.05%
90,880
+10,880
249
$3.03M 0.04%
57,169
-1,285
250
$3.02M 0.04%
73,582
-867
8 9
10
11 12