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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$884K 0.01%
17,008
-1,031
302
$866K 0.01%
5,095
-95
303
$834K 0.01%
16,780
-4,344
304
$831K 0.01%
22,404
+597
305
$816K 0.01%
33,130
306
$793K 0.01%
17,052
+10,118
307
$788K 0.01%
5,271
308
$773K 0.01%
7,168
-43
309
$721K 0.01%
6,497
310
$677K 0.01%
4,500
311
$652K 0.01%
5,630
312
$652K 0.01%
23,324
-60
313
$632K 0.01%
17,426
-7,454
314
$625K 0.01%
8,376
-1,474
315
$618K 0.01%
2,457
316
$597K 0.01%
11,431
317
$585K 0.01%
3,925
318
$577K 0.01%
5,887
319
$565K 0.01%
17,010
-625
320
$542K 0.01%
1,450
321
$535K 0.01%
17,226
322
$531K 0.01%
9,118
323
$519K 0.01%
3,705
324
$498K 0.01%
3,700
325
$484K 0.01%
11,900
11 12
13
14 15