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
51
$82.3M 0.57%
1,075,076
+698,283
52
$81M 0.56%
300,105
-372,889
53
$80.3M 0.56%
+2,308,611
54
$79.9M 0.56%
819,084
-92,172
55
$79.4M 0.55%
963,079
-138,611
56
$79.1M 0.55%
716,671
-326,476
57
$78.8M 0.55%
297,260
+1,819
58
$78.1M 0.54%
1,049,205
+98,489
59
$77.6M 0.54%
662,113
-6,831
60
$76M 0.53%
697,545
-30,069
61
$75.8M 0.53%
1,267,849
-208,611
62
$75.7M 0.53%
1,962,692
+1,059,320
63
$74.2M 0.52%
1,311,479
-12,570
64
$74M 0.51%
383,895
+538
65
$73.8M 0.51%
281,177
-3,105
66
$72.9M 0.51%
316,612
-40,335
67
$72.2M 0.5%
635,524
-6,460
68
$70.9M 0.49%
68,279
-2,644
69
$70.8M 0.49%
499,718
-134,207
70
$70.1M 0.49%
283,562
+49,649
71
$70.1M 0.49%
1,513,975
-69,924
72
$69.1M 0.48%
659,057
+3,847
73
$68.9M 0.48%
2,823,126
+119,582
74
$68.6M 0.48%
442,815
-96,369
75
$68.2M 0.47%
400,487
-28,326
1 2
3
4 5