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
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$353K 0.01%
5,807
+189
327
$346K 0.01%
5,400
-600
328
$337K 0.01%
1,501
+50
329
$335K 0.01%
19,710
+1,608
330
$333K 0.01%
13,596
+3,096
331
$331K 0.01%
7,900
332
$320K ﹤0.01%
7,397
+153
333
$320K ﹤0.01%
5,190
334
$316K ﹤0.01%
3,615
-925
335
$303K ﹤0.01%
3,800
-520
336
$297K ﹤0.01%
2,550
337
$274K ﹤0.01%
5,950
-1,225
338
$266K ﹤0.01%
9,700
+2,200
339
$262K ﹤0.01%
6,265
340
$242K ﹤0.01%
4,335
341
$240K ﹤0.01%
3,550
-400
342
$239K ﹤0.01%
1,506
-250
343
$227K ﹤0.01%
+1,817
344
$208K ﹤0.01%
686
-2,326
345
$207K ﹤0.01%
6,231
-365
346
$205K ﹤0.01%
+2,450
347
– –
-1,204,652
348
– –
-13,603
349
– –
-193,828
350
– –
-10,650
11 12 13
14
15