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
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.5M 0.79%
538,413
-1,885
27
$50.7M 0.77%
1,067,085
-225,444
28
$50.3M 0.77%
441,725
-23,409
29
$50.3M 0.77%
450,048
-5,331
30
$49.5M 0.75%
851,597
-266,335
31
$48.8M 0.74%
866,663
+7,538
32
$48.6M 0.74%
1,841,520
-9,267
33
$48.3M 0.74%
1,682,730
-148,082
34
$48.3M 0.74%
775,598
-99,709
35
$46.6M 0.71%
1,089,519
-30,645
36
$46.4M 0.71%
1,091,294
+4,628
37
$44.1M 0.67%
129,210
-5,351
38
$44M 0.67%
682,070
-7,367
39
$43.3M 0.66%
508,038
-8,680
40
$42.5M 0.65%
574,077
-23,556
41
$42.2M 0.64%
645,166
-41,666
42
$41.4M 0.63%
427,370
-8,040
43
$41.3M 0.63%
1,293,079
-34,697
44
$41.1M 0.63%
612,154
+3,084
45
$40.7M 0.62%
425,657
-14,895
46
$40.7M 0.62%
228,219
-17,288
47
$40.3M 0.62%
657,023
-13,648
48
$40.3M 0.61%
873,262
-23,728
49
$40.1M 0.61%
922,931
-9,245
50
$39.8M 0.61%
718,226
-25,299
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