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
351
$223K ﹤0.01%
+7,830
352
$222K ﹤0.01%
+11,105
353
$219K ﹤0.01%
2,241
354
$217K ﹤0.01%
21,500
355
$217K ﹤0.01%
+1,075
356
$216K ﹤0.01%
3,397
357
$216K ﹤0.01%
+2,605
358
$214K ﹤0.01%
+896
359
$208K ﹤0.01%
37,000
360
$201K ﹤0.01%
+8,592
361
– –
-57,950
362
– –
-11,252
363
– –
-145,246
364
– –
-309,380
365
– –
-10,301
366
– –
-327,498
367
– –
-138,707
368
– –
-6,120
369
– –
-280,915
370
– –
-3,103
371
– –
-71,771
11 12 13 14
15