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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42.7M 0.59%
374,619
-41,353
52
$42.5M 0.58%
904,792
-19,213
53
$41M 0.57%
538,596
+6,830
54
$39.8M 0.55%
820,035
+8,945
55
$39.1M 0.54%
583,501
+9,663
56
$38M 0.52%
629,060
-12,900
57
$37M 0.51%
115,804
-3,353
58
$37M 0.51%
444,015
-14,519
59
$36.7M 0.51%
274,957
-25,836
60
$35.7M 0.49%
455,805
-12,585
61
$35.1M 0.48%
525,225
+3,060
62
$34.1M 0.47%
226,915
+9,355
63
$32.9M 0.45%
301,236
-720
64
$32.9M 0.45%
523,729
-12,728
65
$32.5M 0.45%
292,613
-7,394
66
$32.4M 0.45%
223,281
-482
67
$32M 0.44%
608,533
-17,853
68
$31M 0.43%
405,360
+2,580
69
$30.9M 0.43%
939,880
+82,798
70
$30.3M 0.42%
594,640
-23,920
71
$29.8M 0.41%
171,375
-4,892
72
$29.7M 0.41%
428,490
-15,861
73
$29.2M 0.4%
181,387
-625
74
$29.1M 0.4%
349,087
-9,166
75
$29M 0.4%
367,284
-11,483
1 2
3
4 5