BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.88M 0.03%
80,072
277
$1.78M 0.02%
7,775
-27,392
278
$1.71M 0.02%
14,909
-293
279
$1.65M 0.02%
32,400
280
$1.62M 0.02%
13,862
-117
281
$1.57M 0.02%
58,140
+500
282
$1.53M 0.02%
21,260
-60
283
$1.52M 0.02%
5,230
-235
284
$1.5M 0.02%
9,107
-632
285
$1.48M 0.02%
8,779
-5,679
286
$1.46M 0.02%
6,576
-10
287
$1.43M 0.02%
16,206
-213
288
$1.42M 0.02%
22,736
-282
289
$1.35M 0.02%
26,553
290
$1.35M 0.02%
24,880
-773
291
$1.34M 0.02%
3,600
-50
292
$1.33M 0.02%
18,270
293
$1.31M 0.02%
14,550
294
$1.3M 0.02%
23,050
-2,300
295
$1.28M 0.02%
21,124
296
$1.24M 0.02%
8,280
+3,600
297
$1.19M 0.02%
22,713
-889
298
$1.12M 0.02%
18,039
-169
299
$1.12M 0.02%
27,456
300
$1.08M 0.01%
7,240
-291
10 11
12
13 14