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
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$14.7M
4
HSIC icon
Henry Schein
HSIC
+$13.6M
5
CRL icon
Charles River Laboratories
CRL
+$13.4M

Top Sells

1
+$62.1M
2
+$17.9M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.2M 0.56%
415,262
-48,481
52
$37.8M 0.55%
155,692
-20,689
53
$37.4M 0.55%
482,062
-9,045
54
$37.3M 0.55%
939,446
-10,355
55
$37.1M 0.54%
657,152
-61,665
56
$35.7M 0.52%
539,933
-6,288
57
$35.7M 0.52%
314,730
-3,845
58
$35.6M 0.52%
663,573
-25,335
59
$35.4M 0.52%
310,369
-4,442
60
$34.9M 0.51%
696,298
+123,600
61
$34.5M 0.51%
654,760
-7,540
62
$33.6M 0.49%
392,322
-10,856
63
$33.6M 0.49%
520,395
+25,095
64
$33.3M 0.49%
489,051
-4,591
65
$32.6M 0.48%
525,744
-4,180
66
$32M 0.47%
135,474
-6,005
67
$31.1M 0.46%
317,681
+36,304
68
$31M 0.45%
402,870
+1,133
69
$30.4M 0.45%
184,250
-2,920
70
$30.2M 0.44%
182,236
+2,843
71
$30M 0.44%
781,063
+101,097
72
$29M 0.43%
632,104
-14,213
73
$28.8M 0.42%
226,587
-550
74
$28.5M 0.42%
306,376
+3,145
75
$28.4M 0.42%
183,485
-7,811
1 2
3
4 5