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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.39M 0.07%
33,202
+615
227
$5.38M 0.07%
83,388
-7,100
228
$5.14M 0.07%
30,204
+240
229
$5.09M 0.07%
55,662
-498
230
$5.02M 0.07%
99,865
+2,050
231
$4.92M 0.07%
16,869
-465
232
$4.88M 0.07%
17,204
-300
233
$4.78M 0.06%
209,184
+17,423
234
$4.74M 0.06%
+13,020
235
$4.74M 0.06%
119,552
-2,356
236
$4.72M 0.06%
33,730
237
$4.72M 0.06%
93,383
-5,400
238
$4.65M 0.06%
30,060
+8,771
239
$4.26M 0.06%
74,930
+69,330
240
$4.05M 0.05%
28,436
-775
241
$4.01M 0.05%
18,916
-5,014
242
$3.97M 0.05%
28,079
-458
243
$3.81M 0.05%
+38,743
244
$3.77M 0.05%
18,948
-100
245
$3.76M 0.05%
112,670
+9,475
246
$3.34M 0.05%
40,630
+850
247
$3.28M 0.04%
51,459
-2,950
248
$3.23M 0.04%
13,674
-50
249
$3.2M 0.04%
50,422
-10,597
250
$3.17M 0.04%
105,710
+18,380
8 9
10
11 12