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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$121M 0.84%
335,123
-29,818
27
$120M 0.83%
592,965
+25,349
28
$119M 0.83%
926,093
+117,079
29
$108M 0.75%
2,582,487
-40,044
30
$108M 0.75%
520,189
+195,778
31
$107M 0.75%
+958,038
32
$107M 0.74%
1,787,605
-167,622
33
$107M 0.74%
1,280,926
-23,835
34
$106M 0.74%
777,588
+19,793
35
$104M 0.73%
250,112
+3,947
36
$102M 0.71%
678,686
-11,284
37
$98.8M 0.69%
1,881,950
-2,659
38
$98.1M 0.68%
2,510,755
-41,997
39
$93.6M 0.65%
1,758,298
-64,311
40
$91.6M 0.64%
29,091
-589
41
$90.6M 0.63%
970,980
-17,866
42
$89M 0.62%
1,286,309
-10,033
43
$88.6M 0.62%
3,838,716
-784,301
44
$88.2M 0.61%
919,451
-18,346
45
$88.1M 0.61%
325,100
-70,052
46
$85.8M 0.6%
355,955
-25,493
47
$85.1M 0.59%
624,505
-8,968
48
$82.8M 0.58%
278,244
-5,111
49
$82.8M 0.58%
193,281
-2,765
50
$82.3M 0.57%
914,492
-72,431
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