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
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.7M 0.6%
1,896,922
-24,328
52
$39.6M 0.6%
959,914
-328,701
53
$39.4M 0.6%
867,431
-19,559
54
$39M 0.59%
714,761
-2,047
55
$38.6M 0.59%
567,033
-12,690
56
$38.1M 0.58%
399,841
+5,723
57
$37.3M 0.57%
1,241,548
+16,770
58
$37.3M 0.57%
480,080
-19,437
59
$37.2M 0.57%
584,512
-12,214
60
$37.1M 0.57%
1,839,628
-26,458
61
$36.6M 0.56%
1,153,877
+20,651
62
$36.4M 0.55%
488,385
-24,330
63
$36.1M 0.55%
963,553
-6,259
64
$35.9M 0.55%
88,548
+1,244
65
$35.7M 0.54%
1,211,847
-30,768
66
$35.5M 0.54%
692,472
-3,680
67
$35.4M 0.54%
743,269
-8,155
68
$35M 0.53%
1,654,165
-44,312
69
$34.6M 0.53%
1,312,154
-31,490
70
$34.4M 0.52%
370,684
-269,112
71
$34M 0.52%
382,369
-7,971
72
$34M 0.52%
618,646
-205,585
73
$33.1M 0.5%
1,023,109
-22,946
74
$33.1M 0.5%
381,326
+1,889
75
$33M 0.5%
574,141
-10,118
1 2
3
4 5