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
$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
376
$208K ﹤0.01%
+2,407
377
$207K ﹤0.01%
+1,170
378
$206K ﹤0.01%
+3,016
379
$204K ﹤0.01%
+2,744
380
$204K ﹤0.01%
1,308
-168
381
$202K ﹤0.01%
+1,476
382
$201K ﹤0.01%
+391
383
$201K ﹤0.01%
+2,620
384
$157K ﹤0.01%
10,000
385
– –
-170,288
386
– –
-31,500
387
– –
-2,921
388
– –
-506,011
389
– –
-18,545
390
– –
-232,980
391
– –
-705,936
392
– –
-22,646
393
– –
-528,690
394
– –
-193,872
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