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
351
$348K ﹤0.01%
3,800
352
$339K ﹤0.01%
8,580
353
$339K ﹤0.01%
9,401
-90
354
$316K ﹤0.01%
39,335
355
$315K ﹤0.01%
7,765
356
$304K ﹤0.01%
3,860
-1,550
357
$291K ﹤0.01%
1,508
-50
358
$279K ﹤0.01%
3,487
-233
359
$267K ﹤0.01%
2,500
-375
360
$265K ﹤0.01%
8,375
361
$252K ﹤0.01%
3,445
362
$247K ﹤0.01%
2,412
363
$246K ﹤0.01%
5,283
364
$241K ﹤0.01%
3,016
365
$240K ﹤0.01%
38,075
366
$238K ﹤0.01%
4,662
+75
367
$230K ﹤0.01%
5,227
-235
368
$230K ﹤0.01%
1,475
369
$226K ﹤0.01%
2,590
370
$224K ﹤0.01%
1,476
371
$222K ﹤0.01%
1,710
372
$214K ﹤0.01%
+5,400
373
$212K ﹤0.01%
+1,392
374
$209K ﹤0.01%
+1,313
375
$206K ﹤0.01%
4,129
12 13 14
15
16