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
$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
376
$210K ﹤0.01%
+2,188
377
$209K ﹤0.01%
+1,400
378
$208K ﹤0.01%
835
-100
379
$207K ﹤0.01%
+3,000
380
$207K ﹤0.01%
1,765
381
$203K ﹤0.01%
+5,672
382
$146K ﹤0.01%
14,500
383
– –
-2,375
384
– –
-196,572
385
– –
-1,223
386
– –
-656,333
387
– –
-432,225
388
– –
-32,116
389
– –
-4,567
390
– –
-1,712
391
– –
-337,721
392
– –
-1,960
393
– –
-44,866
394
– –
-1,380
395
– –
-290,190
396
– –
-16,270
397
– –
-15,710
398
– –
-35,729
12 13 14 15
16