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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.3M 0.04%
46,445
-350
227
$5.14M 0.04%
26,040
+284
228
$4.86M 0.03%
19,029
229
$4.85M 0.03%
262,636
230
$4.75M 0.03%
96,592
+80,625
231
$4.28M 0.03%
15,113
232
$4.21M 0.03%
24,430
233
$3.81M 0.03%
27,169
-1,817
234
$3.57M 0.02%
7,525
-50
235
$3.48M 0.02%
6,069
-1,122
236
$3.45M 0.02%
15,634
+14,604
237
$3.12M 0.02%
15,112
-387
238
$3.06M 0.02%
6,194
+40
239
$3M 0.02%
35,483
-55,654
240
$2.93M 0.02%
3,304
-29
241
$2.82M 0.02%
14,849
242
$2.77M 0.02%
38,613
-180
243
$2.65M 0.02%
5,549
244
$2.61M 0.02%
19,065
-385
245
$2.6M 0.02%
30,720
+130
246
$2.5M 0.02%
22,380
-2,206
247
$2.22M 0.02%
38,600
248
$2.18M 0.02%
8,138
-12
249
$2.08M 0.01%
19,097
250
$2.07M 0.01%
3
8 9
10
11 12