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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$441K ﹤0.01%
4,522
327
$436K ﹤0.01%
4,198
328
$424K ﹤0.01%
6,546
329
$414K ﹤0.01%
4,430
-1,300
330
$400K ﹤0.01%
3,400
331
$384K ﹤0.01%
787
332
$378K ﹤0.01%
17,169
+230
333
$367K ﹤0.01%
645
334
$363K ﹤0.01%
3,107
+74
335
$359K ﹤0.01%
6,807
-474
336
$351K ﹤0.01%
5,635
+145
337
$350K ﹤0.01%
2,950
-775
338
$341K ﹤0.01%
1,339
339
$336K ﹤0.01%
2,918
-66
340
$336K ﹤0.01%
7,483
+1,383
341
$333K ﹤0.01%
1,110
342
$330K ﹤0.01%
3,313
-3,730
343
$313K ﹤0.01%
18,000
344
$309K ﹤0.01%
1,200
-13
345
$305K ﹤0.01%
1,480
+16
346
$302K ﹤0.01%
515
347
$301K ﹤0.01%
5,120
348
$288K ﹤0.01%
10,650
-940
349
$279K ﹤0.01%
2,027
350
$274K ﹤0.01%
1,211
12 13
14
15 16