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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.1M 0.56%
227,620
+705
52
$34.6M 0.55%
122,528
-3,479
53
$34.4M 0.55%
577,465
-6,036
54
$33.9M 0.54%
262,301
-12,656
55
$33.7M 0.54%
564,027
-7,775
56
$32.7M 0.52%
479,055
-32,135
57
$32.3M 0.51%
299,104
-2,132
58
$32.2M 0.51%
616,980
-12,080
59
$32.2M 0.51%
113,676
-2,128
60
$31.6M 0.5%
350,968
-6,012
61
$31.2M 0.5%
435,465
-8,550
62
$30.7M 0.49%
333,817
-15,270
63
$30.3M 0.48%
369,249
-5,370
64
$29.6M 0.47%
227,781
+4,500
65
$27.6M 0.44%
548,105
+22,880
66
$27.3M 0.43%
712,527
-18,945
67
$27.1M 0.43%
153,304
-2,301
68
$27.1M 0.43%
189,412
+18,037
69
$26.9M 0.43%
180,115
-5,105
70
$26.2M 0.42%
503,615
-20,114
71
$25.9M 0.41%
604,839
+32,630
72
$25.7M 0.41%
281,033
+146
73
$25.6M 0.41%
160,139
-643
74
$25.5M 0.41%
432,690
+27,330
75
$25.3M 0.4%
290,539
-2,074
1 2
3
4 5