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
351
$342K 0.01%
6,954
352
$337K ﹤0.01%
4,516
-22,825
353
$327K ﹤0.01%
2,183
354
$325K ﹤0.01%
+37,385
355
$308K ﹤0.01%
7,000
356
$307K ﹤0.01%
+36,125
357
$304K ﹤0.01%
2,445
358
$298K ﹤0.01%
12,002
359
$297K ﹤0.01%
4,590
360
$296K ﹤0.01%
+7,925
361
$288K ﹤0.01%
3,150
+700
362
$286K ﹤0.01%
49,400
-2,500
363
$276K ﹤0.01%
+3,045
364
$274K ﹤0.01%
3,800
365
$264K ﹤0.01%
2,964
366
$255K ﹤0.01%
3,812
367
$255K ﹤0.01%
2,140
-85
368
$249K ﹤0.01%
6,899
369
$247K ﹤0.01%
4,587
370
$233K ﹤0.01%
914
-55
371
$232K ﹤0.01%
4,129
372
$232K ﹤0.01%
1,710
+50
373
$231K ﹤0.01%
1,360
374
$219K ﹤0.01%
+1,392
375
$217K ﹤0.01%
1,286
-500
12 13 14
15
16