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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.07M 0.01%
13,722
-128
302
$1.03M 0.01%
23,384
+1,058
303
$1.01M 0.01%
5,190
304
$976K 0.01%
33,130
305
$960K 0.01%
3
306
$951K 0.01%
5,271
307
$944K 0.01%
21,807
-2,050
308
$936K 0.01%
7,211
+55
309
$922K 0.01%
2,609
+15
310
$856K 0.01%
20,440
311
$844K 0.01%
4,500
312
$823K 0.01%
6,497
313
$795K 0.01%
9,850
-1,550
314
$748K 0.01%
12,412
-1,125
315
$722K 0.01%
3,925
316
$719K 0.01%
2,457
-53
317
$710K 0.01%
17,635
+1,625
318
$652K 0.01%
5,887
319
$630K 0.01%
7,145
+225
320
$628K 0.01%
11,431
321
$626K 0.01%
3,700
322
$621K 0.01%
9,118
323
$619K 0.01%
3,705
324
$604K 0.01%
5,630
325
$600K 0.01%
9,564
11 12
13
14 15