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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$16.8M
3 +$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1 +$29.2M
2 +$16.5M
3 +$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2.93M 0.05%
73,198
252
$2.87M 0.05%
33,353
-100
253
$2.85M 0.05%
34,554
-3,558
254
$2.85M 0.05%
35,114
+7,800
255
$2.75M 0.04%
57,766
+15,500
256
$2.65M 0.04%
159,145
+30,610
257
$2.63M 0.04%
102,462
-7,724
258
$2.5M 0.04%
27,161
+300
259
$2.48M 0.04%
105,270
-4,347
260
$2.47M 0.04%
+21,415
261
$2.46M 0.04%
33,200
-2,000
262
$2.41M 0.04%
50,955
263
$2.32M 0.04%
59,575
-8,865
264
$2.29M 0.04%
113,200
+33,128
265
$2.22M 0.04%
48,337
-33,220
266
$1.97M 0.03%
93,035
-665
267
$1.97M 0.03%
12,840
-1,565
268
$1.94M 0.03%
17,892
-1,909
269
$1.82M 0.03%
6,054
+3,445
270
$1.77M 0.03%
82,341
-3,895
271
$1.77M 0.03%
26,354
+3,773
272
$1.76M 0.03%
38,520
-7,932
273
$1.73M 0.03%
20,730
-70
274
$1.72M 0.03%
7,590
275
$1.69M 0.03%
7,760
-15