BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
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
+$33.5M
2
+$28.4M
3
+$24.6M
4
HMSY
HMS Holdings Corp.
HMSY
+$17.6M
5
ICUI icon
ICU Medical
ICUI
+$16.4M

Top Sells

1
+$25.4M
2
+$19.6M
3
+$18.4M
4
CBSH icon
Commerce Bancshares
CBSH
+$16M
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%
+2,605
357
$216K ﹤0.01%
3,397
358
$214K ﹤0.01%
+896
359
$208K ﹤0.01%
37,000
360
$201K ﹤0.01%
+8,592
361
– –
-11,252
362
– –
-145,246
363
– –
-309,380
364
– –
-10,301
365
– –
-327,498
366
– –
-280,915
367
– –
-57,950
368
– –
-3,103
369
– –
-71,771
370
– –
-138,707
371
– –
-6,120
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