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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.66M 0.03%
23,385
-1,300
277
$1.65M 0.03%
61,980
+3,840
278
$1.54M 0.02%
32,400
279
$1.51M 0.02%
20,080
-80
280
$1.5M 0.02%
13,638
-224
281
$1.39M 0.02%
4,300
+700
282
$1.33M 0.02%
10,455
+2,175
283
$1.33M 0.02%
14,409
-500
284
$1.32M 0.02%
10,107
+1,000
285
$1.32M 0.02%
25,665
-888
286
$1.31M 0.02%
5,230
287
$1.3M 0.02%
12,012
+4,772
288
$1.26M 0.02%
27,145
-129,655
289
$1.25M 0.02%
18,270
290
$1.24M 0.02%
6,576
291
$1.21M 0.02%
14,550
292
$1.19M 0.02%
20,960
-300
293
$1.09M 0.02%
16,206
294
$1.07M 0.02%
13,682
-40
295
$1.07M 0.02%
22,384
-352
296
$1.01M 0.02%
17,010
-6,440
297
$1.01M 0.02%
20,700
-2,350
298
$941K 0.02%
20,413
-2,300
299
$918K 0.01%
3
300
$888K 0.01%
20,440
10 11
12
13 14