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
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$14.7M
4
HSIC icon
Henry Schein
HSIC
+$13.6M
5
CRL icon
Charles River Laboratories
CRL
+$13.4M

Top Sells

1
+$62.1M
2
+$17.9M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.07M 0.02%
15,383
302
$1.06M 0.02%
18,083
+6,730
303
$1.06M 0.02%
46,286
-852
304
$991K 0.01%
33,554
+4,500
305
$971K 0.01%
11,700
-500
306
$938K 0.01%
14,130
-75
307
$930K 0.01%
3,484
308
$913K 0.01%
5,388
-130
309
$893K 0.01%
3
310
$884K 0.01%
4,500
311
$858K 0.01%
2,694
312
$846K 0.01%
18,857
-667
313
$811K 0.01%
13,537
-20,500
314
$808K 0.01%
6,497
315
$783K 0.01%
3,925
316
$779K 0.01%
19,948
+2,760
317
$764K 0.01%
5,271
-20
318
$753K 0.01%
4,977
-250
319
$725K 0.01%
2,698
-8
320
$722K 0.01%
6,787
-124
321
$694K 0.01%
21,078
+57
322
$648K 0.01%
7,677
-260
323
$626K 0.01%
13,100
-10,500
324
$624K 0.01%
9,771
-54
325
$622K 0.01%
9,994
+3,716
11 12
13
14 15