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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$11.7M
3 +$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1 +$18M
2 +$17.5M
3 +$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$4.81M 0.07%
34,269
-10,504
227
$4.75M 0.07%
110,186
-1,061
228
$4.6M 0.06%
44,527
-2,166
229
$4.54M 0.06%
28,935
-262
230
$4.53M 0.06%
54,207
-250
231
$4.27M 0.06%
102,070
+34
232
$4.23M 0.06%
34,365
233
$4.17M 0.06%
101,792
+979
234
$4.1M 0.06%
52,411
+600
235
$4.05M 0.06%
19,544
+140
236
$3.96M 0.05%
81,557
-352,475
237
$3.9M 0.05%
18,828
+1,000
238
$3.85M 0.05%
34,620
-1,150
239
$3.84M 0.05%
52,381
+849
240
$3.79M 0.05%
81,573
+1,784
241
$3.77M 0.05%
33,453
-500
242
$3.74M 0.05%
161,475
+375
243
$3.74M 0.05%
46,600
244
$3.71M 0.05%
90,030
+2,948
245
$3.66M 0.05%
32,209
+4,590
246
$3.5M 0.05%
65,576
+6,300
247
$3.49M 0.05%
11,786
+50
248
$3.37M 0.05%
47,792
+75
249
$3.29M 0.05%
59,613
-491
250
$3.22M 0.04%
26,730
-225