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
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$14.7M
4
HSIC icon
Henry Schein
HSIC
+$13.6M
5
CRL icon
Charles River Laboratories
CRL
+$13.4M

Top Sells

1
+$62.1M
2
+$17.9M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.99M 0.03%
36,286
+1,700
277
$1.86M 0.03%
18,900
278
$1.76M 0.03%
16,405
-989
279
$1.76M 0.03%
80,072
-500
280
$1.75M 0.03%
15,400
281
$1.75M 0.03%
24,484
-355
282
$1.73M 0.03%
23,840
-247,205
283
$1.7M 0.03%
28,067
+480
284
$1.66M 0.02%
45,456
-82,500
285
$1.65M 0.02%
31,112
286
$1.56M 0.02%
29,823
+2,100
287
$1.56M 0.02%
21,457
+725
288
$1.5M 0.02%
25,350
-42,500
289
$1.38M 0.02%
21,515
-20,625
290
$1.35M 0.02%
17,100
-8,500
291
$1.35M 0.02%
7,690
-50
292
$1.35M 0.02%
9,836
-15,894
293
$1.33M 0.02%
22,160
294
$1.29M 0.02%
13,882
-200
295
$1.19M 0.02%
6,768
+1,960
296
$1.19M 0.02%
19,399
-927
297
$1.16M 0.02%
+14,550
298
$1.14M 0.02%
19,036
+629
299
$1.1M 0.02%
3,725
300
$1.09M 0.02%
18,580
+740
10 11
12
13 14