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
26
$62.6M 0.92%
627,112
+23,210
27
$62.3M 0.91%
426,628
-4,593
28
$59.6M 0.87%
96,219
-11,136
29
$57M 0.84%
782,595
-93,555
30
$56.2M 0.82%
1,148,633
-13,831
31
$55.8M 0.82%
468,674
-2,880
32
$55M 0.81%
470,950
+31,860
33
$54.4M 0.8%
826,074
+10,363
34
$53.5M 0.78%
538,660
+225
35
$52.8M 0.77%
266,227
+6,835
36
$51.1M 0.75%
264,407
-989
37
$49.9M 0.73%
868,183
+21,620
38
$49.2M 0.72%
778,104
+14,473
39
$49M 0.72%
502,072
+6,435
40
$46.8M 0.69%
510,638
+115,841
41
$44.2M 0.65%
421,080
-8,890
42
$44.1M 0.65%
585,070
-13,690
43
$42.9M 0.63%
504,728
-5,370
44
$42.6M 0.62%
509,508
-8,557
45
$42.1M 0.62%
575,244
-5,243
46
$42.1M 0.62%
604,123
-16,654
47
$42M 0.62%
560,467
-29,773
48
$39.6M 0.58%
722,209
+35,501
49
$39.2M 0.57%
485,079
-28,467
50
$38.4M 0.56%
771,800
+158,940
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