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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.15M 0.02%
2,961
-19,265
277
$1.13M 0.02%
4,105
278
$1.13M 0.02%
4,956
+500
279
$1.12M 0.02%
9,727
+220
280
$1.07M 0.01%
4
281
$1.05M 0.01%
17,919
-1,000
282
$1.02M 0.01%
19,119
-10,529
283
$1.01M 0.01%
7,079
-33,545
284
$966K 0.01%
5,502
+300
285
$930K 0.01%
24,757
-3,097
286
$901K 0.01%
42,800
287
$901K 0.01%
17,900
+700
288
$880K 0.01%
7,338
289
$879K 0.01%
14,896
290
$866K 0.01%
5,531
291
$854K 0.01%
14,010
292
$818K 0.01%
1,312
293
$772K 0.01%
4,211
+750
294
$759K 0.01%
2,452
295
$724K 0.01%
4,409
-750
296
$705K 0.01%
6,262
+875
297
$678K 0.01%
15,190
298
$671K 0.01%
28,239
-1,080
299
$671K 0.01%
3,150
-1,000
300
$660K 0.01%
3,600
-205
10 11
12
13 14