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
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$14.7M
4
HSIC icon
Henry Schein
HSIC
+$13.6M
5
CRL icon
Charles River Laboratories
CRL
+$13.4M

Top Sells

1
+$62.1M
2
+$17.9M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$617K 0.01%
10,014
327
$615K 0.01%
5,890
-1,000
328
$608K 0.01%
16,010
329
$578K 0.01%
13,330
330
$563K 0.01%
11,711
331
$533K 0.01%
7,988
-181
332
$524K 0.01%
3,700
-287
333
$510K 0.01%
3,432
334
$506K 0.01%
7,750
-950
335
$506K 0.01%
2,663
336
$484K 0.01%
7,175
337
$473K 0.01%
6,723
+350
338
$464K 0.01%
+3,648
339
$464K 0.01%
12,260
-11,174
340
$462K 0.01%
1,506
-84
341
$455K 0.01%
17,710
-300
342
$451K 0.01%
1,200
+150
343
$441K 0.01%
+16,450
344
$440K 0.01%
5,234
-467
345
$433K 0.01%
8,430
346
$419K 0.01%
3,000
347
$404K 0.01%
7,760
+500
348
$392K 0.01%
4,727
349
$360K 0.01%
4,850
350
$356K 0.01%
+7,415
12 13
14
15 16