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
251
$2.96M 0.04%
25,949
+280
252
$2.9M 0.04%
31,750
+3,005
253
$2.9M 0.04%
35,200
-2,050
254
$2.82M 0.04%
49,442
-738
255
$2.8M 0.04%
63,758
+1,344
256
$2.75M 0.04%
128,300
257
$2.75M 0.04%
10,611
-50
258
$2.73M 0.04%
15,723
259
$2.67M 0.04%
166,350
-16,275
260
$2.63M 0.04%
31,456
-599
261
$2.58M 0.04%
26,712
+750
262
$2.58M 0.04%
110,537
-1,915
263
$2.57M 0.04%
31,489
+3,634
264
$2.56M 0.04%
+26,610
265
$2.51M 0.04%
126,635
+26,560
266
$2.48M 0.04%
37,840
+2,900
267
$2.47M 0.04%
27,164
-1,900
268
$2.38M 0.03%
+19,870
269
$2.36M 0.03%
15,875
-175
270
$2.29M 0.03%
50,020
-582
271
$2.18M 0.03%
40,500
272
$2.05M 0.03%
56,948
-3,349
273
$2.04M 0.03%
53,765
+275
274
$2.04M 0.03%
75,892
-20,000
275
$1.99M 0.03%
24,766
-254
9 10
11
12 13