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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.16M 0.04%
46,575
252
$3.12M 0.04%
7,157
-425
253
$3.09M 0.04%
81,080
+2,300
254
$3M 0.04%
125,476
-3,300
255
$2.94M 0.04%
33,200
-2,000
256
$2.82M 0.04%
90,882
-343
257
$2.56M 0.03%
17,920
+990
258
$2.56M 0.03%
26,030
+276
259
$2.45M 0.03%
169,105
-8,275
260
$2.26M 0.03%
36,589
-700
261
$2.18M 0.03%
19,125
-200
262
$2.17M 0.03%
48,465
+1,738
263
$2.13M 0.03%
39,577
264
$1.95M 0.03%
190,968
-25,000
265
$1.88M 0.03%
6,343
-175
266
$1.86M 0.03%
32,400
267
$1.83M 0.02%
33,737
+6,275
268
$1.74M 0.02%
5,290
+470
269
$1.73M 0.02%
5,624
-139
270
$1.64M 0.02%
43,045
-312,350
271
$1.56M 0.02%
21,766
-850
272
$1.52M 0.02%
66,700
-7,823
273
$1.39M 0.02%
15,223
-900
274
$1.17M 0.02%
19,468
-1,192
275
$1.16M 0.02%
24,250
-3,742
9 10
11
12 13