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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$386K 0.01%
9,700
+300
327
$370K 0.01%
1,022
328
$356K ﹤0.01%
1,329
-30
329
$348K ﹤0.01%
640
330
$343K ﹤0.01%
4,350
331
$331K ﹤0.01%
4,425
-325
332
$323K ﹤0.01%
+5,682
333
$310K ﹤0.01%
1,608
334
$309K ﹤0.01%
3,868
+266
335
$296K ﹤0.01%
11,543
-1,048
336
$294K ﹤0.01%
5,576
-1,000
337
$294K ﹤0.01%
1,555
338
$286K ﹤0.01%
5,400
339
$284K ﹤0.01%
7,673
340
$284K ﹤0.01%
+4,795
341
$279K ﹤0.01%
+1,599
342
$266K ﹤0.01%
1,419
343
$266K ﹤0.01%
1,076
344
$260K ﹤0.01%
+2,050
345
$252K ﹤0.01%
+2,210
346
$248K ﹤0.01%
7,585
+325
347
$242K ﹤0.01%
1,930
348
$231K ﹤0.01%
11,000
-2,330
349
$229K ﹤0.01%
+10,305
350
$227K ﹤0.01%
2,143
-100
11 12 13
14
15