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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$78.2M
3
+$59.2M
4
MTDR icon
Matador Resources
MTDR
+$59M
5
DLB icon
Dolby
DLB
+$52M

Top Sells

1
+$90.4M
2
+$64.4M
3
+$55.3M
4
FIX icon
Comfort Systems
FIX
+$32.5M
5
SFM icon
Sprouts Farmers Market
SFM
+$31.1M

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
– –
-656,333
384
– –
-1,380
385
– –
-290,190
386
– –
-16,270
387
– –
-15,710
388
– –
-35,729
389
– –
-2,375
390
– –
-196,572
391
– –
-1,223
392
– –
-432,225
393
– –
-32,116
394
– –
-4,567
395
– –
-1,712
396
– –
-337,721
397
– –
-1,960
398
– –
-44,866
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