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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$730K 0.01%
3,302
302
$719K 0.01%
1,768
303
$670K ﹤0.01%
5,601
+1,376
304
$667K ﹤0.01%
10,550
305
$658K ﹤0.01%
1,724
306
$645K ﹤0.01%
18,672
307
$644K ﹤0.01%
3,590
308
$639K ﹤0.01%
5,366
309
$605K ﹤0.01%
2,586
+533
310
$589K ﹤0.01%
3,241
311
$586K ﹤0.01%
7,300
312
$583K ﹤0.01%
8,970
313
$558K ﹤0.01%
2,039
314
$542K ﹤0.01%
1,394
+15
315
$540K ﹤0.01%
1,200
316
$535K ﹤0.01%
8,491
317
$528K ﹤0.01%
1,067
-397
318
$491K ﹤0.01%
3,227
-203
319
$483K ﹤0.01%
1,234
-300
320
$480K ﹤0.01%
6,166
+711
321
$462K ﹤0.01%
7,500
322
$462K ﹤0.01%
3,418
323
$449K ﹤0.01%
3,558
324
$446K ﹤0.01%
960
-150
325
$442K ﹤0.01%
494
-11
11 12
13
14 15