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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$599K 0.01%
8,808
-450
327
$586K 0.01%
1,450
328
$555K 0.01%
3,432
329
$540K 0.01%
11,900
-1,200
330
$539K 0.01%
17,226
331
$526K 0.01%
19,309
+39
332
$492K 0.01%
5,501
+100
333
$478K 0.01%
1,506
334
$477K 0.01%
1,013
+13
335
$464K 0.01%
7,056
-133
336
$462K 0.01%
12,002
337
$459K 0.01%
3,690
338
$457K 0.01%
18,510
339
$442K 0.01%
18,750
340
$434K 0.01%
7,880
+120
341
$427K 0.01%
4,727
342
$427K 0.01%
2,128
-64,672
343
$415K 0.01%
45,700
344
$405K 0.01%
13,330
345
$388K 0.01%
8,900
-1,500
346
$370K 0.01%
6,934
347
$369K 0.01%
7,517
348
$368K 0.01%
4,850
349
$359K ﹤0.01%
4,662
+72
350
$357K ﹤0.01%
3,400
12 13
14
15 16