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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.7M 0.88%
569,674
-10,890
27
$63.4M 0.87%
621,164
+3,331
28
$61.9M 0.85%
101,672
+7,479
29
$58M 0.8%
749,659
-3,881
30
$57.9M 0.8%
544,083
+6,670
31
$57.2M 0.79%
490,269
-595
32
$57.1M 0.79%
266,904
+625
33
$54.9M 0.76%
281,743
+22,434
34
$52M 0.72%
476,120
-185
35
$52M 0.72%
845,597
+31,350
36
$47.8M 0.66%
805,672
+5,426
37
$47.1M 0.65%
378,466
-6,656
38
$46.8M 0.65%
702,274
+9,491
39
$46.2M 0.64%
811,948
-71,100
40
$46M 0.63%
492,073
-3,639
41
$45.3M 0.62%
589,427
+21,390
42
$45M 0.62%
126,007
-1,364
43
$45M 0.62%
536,815
+35,618
44
$44.7M 0.62%
409,266
-574
45
$44.6M 0.61%
655,134
-34,039
46
$43.8M 0.6%
532,689
-14,996
47
$43.8M 0.6%
571,802
+1,925
48
$43.7M 0.6%
646,082
-4,878
49
$43.7M 0.6%
443,939
-4,515
50
$43.5M 0.6%
511,190
-924
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