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
351
$273K ﹤0.01%
13,272
352
$269K ﹤0.01%
+7,593
353
$259K ﹤0.01%
3,530
+30
354
$257K ﹤0.01%
3,574
355
$254K ﹤0.01%
3,636
-383
356
$253K ﹤0.01%
2,767
357
$253K ﹤0.01%
2,423
358
$249K ﹤0.01%
2,163
+20
359
$247K ﹤0.01%
3,748
360
$245K ﹤0.01%
707
361
$242K ﹤0.01%
621
-98,815
362
$240K ﹤0.01%
2,026
363
$238K ﹤0.01%
4,140
364
$233K ﹤0.01%
11,660
365
$228K ﹤0.01%
4,102
366
$225K ﹤0.01%
+2,500
367
$224K ﹤0.01%
3,600
368
$223K ﹤0.01%
+2,861
369
$222K ﹤0.01%
11,000
370
$219K ﹤0.01%
+3,347
371
$218K ﹤0.01%
+2,700
372
$217K ﹤0.01%
+1,144
373
$216K ﹤0.01%
575
374
$212K ﹤0.01%
+6,050
375
$211K ﹤0.01%
+5,664
12 13 14
15
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