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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$58M 0.92%
102,523
+851
27
$56.5M 0.9%
869,431
+23,834
28
$54.6M 0.87%
289,518
+7,775
29
$51.8M 0.82%
619,154
-2,010
30
$51.3M 0.82%
516,833
-2,196
31
$51.2M 0.81%
795,283
-16,665
32
$51.1M 0.81%
536,523
-7,560
33
$51.1M 0.81%
777,086
-28,586
34
$50.2M 0.8%
245,939
-20,965
35
$47.4M 0.75%
612,657
+23,230
36
$47.2M 0.75%
644,884
-10,250
37
$47M 0.75%
481,814
-8,455
38
$46.3M 0.74%
635,348
-10,734
39
$45.8M 0.73%
734,332
-15,327
40
$44.3M 0.7%
718,934
+16,660
41
$41.7M 0.66%
545,186
+6,590
42
$40.1M 0.64%
441,194
-2,745
43
$40M 0.64%
372,578
-5,888
44
$38.6M 0.61%
418,174
+8,908
45
$38.5M 0.61%
376,895
-99,225
46
$38.5M 0.61%
488,559
-3,514
47
$38.5M 0.61%
914,463
+9,671
48
$37.2M 0.59%
467,391
-65,298
49
$37M 0.59%
586,840
+50,025
50
$35.7M 0.57%
823,975
+3,940
1
2
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