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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$643K 0.01%
12,578
302
$628K 0.01%
7,550
303
$626K 0.01%
3,691
304
$625K 0.01%
10,124
305
$567K 0.01%
17,330
306
$560K 0.01%
6,500
+699
307
$555K 0.01%
3,232
308
$511K 0.01%
3,119
309
$505K 0.01%
13,031
-767
310
$503K 0.01%
7,747
311
$497K 0.01%
15,750
312
$489K 0.01%
4,600
313
$482K 0.01%
11,362
-4,300
314
$475K 0.01%
1,546
-7
315
$474K 0.01%
11,874
316
$471K 0.01%
9,079
317
$443K 0.01%
13,028
-2,621
318
$438K 0.01%
1,508
319
$437K 0.01%
7,950
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320
$434K 0.01%
4,527
321
$432K 0.01%
32,000
-11,861
322
$429K 0.01%
+1,190
323
$427K 0.01%
12,149
324
$417K 0.01%
8,321
-118,840
325
$391K 0.01%
6,310
11 12
13
14 15