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
251
$3.2M 0.04%
86,330
252
$3.16M 0.04%
35,200
253
$3.15M 0.04%
73,198
-761
254
$2.98M 0.04%
14,405
+1,670
255
$2.94M 0.04%
68,440
-3,040
256
$2.94M 0.04%
26,099
-225
257
$2.87M 0.04%
27,314
-325
258
$2.86M 0.04%
19,801
-1,258
259
$2.79M 0.04%
31,775
-325
260
$2.76M 0.04%
42,805
-400
261
$2.71M 0.04%
128,535
262
$2.66M 0.04%
20,370
-25
263
$2.64M 0.04%
93,700
-35,800
264
$2.54M 0.04%
26,861
+299
265
$2.44M 0.03%
55,425
266
$2.42M 0.03%
46,452
-834
267
$2.35M 0.03%
50,955
-465
268
$2.24M 0.03%
20,800
+1,800
269
$2.19M 0.03%
86,236
-49,719
270
$2.19M 0.03%
24,685
-550
271
$2.14M 0.03%
42,266
-3,725
272
$2.05M 0.03%
7,590
273
$2.02M 0.03%
20,160
+700
274
$2.01M 0.03%
23,450
-70,366
275
$1.99M 0.03%
22,581
-390