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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$476K 0.01%
3,432
327
$472K 0.01%
7,145
328
$471K 0.01%
18,510
329
$451K 0.01%
8,900
-3,512
330
$449K 0.01%
18,138
-1,171
331
$424K 0.01%
12,002
332
$395K 0.01%
13,330
333
$395K 0.01%
45,700
334
$391K 0.01%
8,900
335
$391K 0.01%
3,365
-325
336
$378K 0.01%
7,056
337
$369K 0.01%
1,506
338
$367K 0.01%
6,246
-2,562
339
$366K 0.01%
7,880
340
$363K 0.01%
4,727
341
$355K 0.01%
15,400
-3,350
342
$353K 0.01%
5,501
343
$344K 0.01%
28,450
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344
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871
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345
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7,773
-1,791
346
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3,800
347
$311K ﹤0.01%
3,400
348
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7,499
-18
349
$311K ﹤0.01%
+2,250
350
$311K ﹤0.01%
4,750
-100
12 13
14
15 16