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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.2M 0.01%
14,916
-450
277
$1.17M 0.01%
5,166
278
$1.16M 0.01%
18,485
-3,100
279
$1.13M 0.01%
6,308
+333
280
$1.09M 0.01%
46,493
-14,510
281
$1.03M 0.01%
8,530
+3,000
282
$1.02M 0.01%
7,730
-390
283
$1.02M 0.01%
5,389
284
$961K 0.01%
8,600
285
$961K 0.01%
7,310
-183
286
$937K 0.01%
11,181
287
$934K 0.01%
9,705
-26
288
$902K 0.01%
3,448
289
$890K 0.01%
2,684
+50
290
$850K 0.01%
2,705
291
$821K 0.01%
1,661
+15
292
$820K 0.01%
10,187
293
$816K 0.01%
4,121
294
$805K 0.01%
1,524
-44
295
$784K 0.01%
3,295
-260
296
$782K 0.01%
9,337
-190
297
$763K 0.01%
13,515
298
$739K 0.01%
21,537
299
$737K 0.01%
9,998
300
$735K 0.01%
14,207
-4
10 11
12
13 14