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
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$687K 0.01%
10,466
-138
302
$683K 0.01%
7,571
-450
303
$670K 0.01%
55,350
304
$640K 0.01%
8,575
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305
$638K 0.01%
11,092
+1,414
306
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5,500
307
$590K 0.01%
13,125
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308
$567K 0.01%
4,552
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309
$562K 0.01%
14,174
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310
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7,755
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311
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3,840
-250
312
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8,263
313
$525K 0.01%
4,866
+36
314
$520K 0.01%
9,128
-100
315
$514K 0.01%
8,225
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316
$510K 0.01%
1,000
317
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6,253
318
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11,206
319
$476K 0.01%
+8,407
320
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9,551
321
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4,637
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322
$443K 0.01%
8,255
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323
$400K 0.01%
7,050
324
$391K 0.01%
4,185
+735
325
$362K 0.01%
2,792
-250
11 12
13
14 15