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
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.41M 0.02%
60,475
277
$1.38M 0.02%
35,200
278
$1.37M 0.02%
21,925
279
$1.35M 0.02%
11,793
+1,456
280
$1.33M 0.02%
42,150
+8,125
281
$1.33M 0.02%
+10,084
282
$1.31M 0.02%
19,694
-660
283
$1.2M 0.02%
20,321
+476
284
$1.11M 0.02%
22,953
-950
285
$1.04M 0.02%
9,020
286
$1.03M 0.02%
32,750
+6,650
287
$1.03M 0.02%
7,413
-35,376
288
$1M 0.02%
21,457
+1,126
289
$996K 0.02%
2,465
-110
290
$968K 0.01%
22,300
+200
291
$962K 0.01%
66,420
+27,220
292
$947K 0.01%
16,450
293
$904K 0.01%
11,078
-600
294
$894K 0.01%
14,629
-800
295
$881K 0.01%
15,537
+186
296
$877K 0.01%
13,093
+104
297
$819K 0.01%
4
298
$773K 0.01%
13,126
-586
299
$698K 0.01%
29,460
+2,685
300
$696K 0.01%
14,196
+239
10 11
12
13 14