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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.06M 0.01%
71,321
-1,261
252
$2.03M 0.01%
7,705
253
$2.01M 0.01%
7,645
254
$1.92M 0.01%
3,091
255
$1.9M 0.01%
15,215
+25
256
$1.86M 0.01%
2,950
257
$1.85M 0.01%
3,589
+41
258
$1.76M 0.01%
154,920
259
$1.72M 0.01%
7,495
+1,500
260
$1.7M 0.01%
19,325
261
$1.63M 0.01%
5,020
+675
262
$1.59M 0.01%
39,968
+60
263
$1.56M 0.01%
32,400
264
$1.54M 0.01%
2,676
+100
265
$1.53M 0.01%
1,453
-20
266
$1.46M 0.01%
7,034
-245
267
$1.4M 0.01%
6,322
+2,385
268
$1.4M 0.01%
13,398
-40
269
$1.39M 0.01%
9,758
270
$1.36M 0.01%
5,467
-150
271
$1.3M 0.01%
8,328
272
$1.29M 0.01%
2,085
+26
273
$1.28M 0.01%
3,334
274
$1.24M 0.01%
2,444
+111
275
$1.22M 0.01%
13,761
-75
9 10
11
12 13