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
251
$2.18M 0.03%
14,198
+133
252
$2.18M 0.03%
55,482
-2,925
253
$2.15M 0.03%
68,125
+15,000
254
$2.12M 0.03%
38,085
-3,150
255
$2.1M 0.03%
20,195
+4,597
256
$2.09M 0.03%
20,875
-700
257
$2.07M 0.03%
21,350
258
$1.96M 0.03%
41,850
+7,000
259
$1.94M 0.03%
31,750
260
$1.93M 0.03%
27,666
+334
261
$1.82M 0.03%
17,500
+150
262
$1.8M 0.03%
40,500
263
$1.75M 0.03%
57,800
+11,575
264
$1.73M 0.03%
49,440
+11,540
265
$1.7M 0.03%
15,285
-905
266
$1.69M 0.03%
20,062
+200
267
$1.62M 0.02%
+62,475
268
$1.59M 0.02%
23,250
+3,600
269
$1.55M 0.02%
21,370
-1,230
270
$1.53M 0.02%
2,300
271
$1.5M 0.02%
22,392
-2,254
272
$1.5M 0.02%
34,912
-2,000
273
$1.48M 0.02%
8,150
274
$1.44M 0.02%
46,298
-174,615
275
$1.43M 0.02%
27,825
-125
9 10
11
12 13