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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59.3M 0.8%
805,370
-43,509
27
$56.6M 0.76%
713,839
+45,744
28
$56.6M 0.76%
461,711
+3,640
29
$55.5M 0.75%
499,218
-14,709
30
$55.2M 0.75%
648,070
-94,790
31
$54M 0.73%
588,743
+24,140
32
$53.8M 0.73%
511,457
-23,854
33
$53.5M 0.72%
296,371
+12,335
34
$52M 0.7%
552,324
+36,900
35
$51.9M 0.7%
472,760
+35,047
36
$50.4M 0.68%
683,124
+23,671
37
$50M 0.67%
593,095
+24,651
38
$48.8M 0.66%
394,912
+9,476
39
$48M 0.65%
401,497
+104,220
40
$45.5M 0.61%
375,634
+24,925
41
$45.3M 0.61%
252,898
+15,771
42
$44.7M 0.6%
580,068
+64,505
43
$44.6M 0.6%
620,208
+21,440
44
$44.6M 0.6%
184,673
-7,049
45
$44.6M 0.6%
468,359
-38,185
46
$42.4M 0.57%
649,281
+44,335
47
$42.2M 0.57%
1,144,894
-144,200
48
$41.8M 0.56%
51,835
-860
49
$41.6M 0.56%
218,518
-58,203
50
$40.9M 0.55%
1,830,967
+265,651
1
2
3 4 5