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
76
$33M 0.5%
1,615,028
-73,482
77
$32.8M 0.5%
425,431
-15,800
78
$32.5M 0.5%
975,096
-23,704
79
$32.5M 0.5%
497,587
+1,577
80
$32.4M 0.49%
568,407
+122,262
81
$31.1M 0.47%
413,700
+58,678
82
$31.1M 0.47%
261,541
+47,599
83
$31.1M 0.47%
195,075
-6,670
84
$31.1M 0.47%
751,266
-48,617
85
$31M 0.47%
570,523
-4,477
86
$30.8M 0.47%
492,519
+70,863
87
$30.8M 0.47%
663,275
-12,924
88
$30.8M 0.47%
153,995
-15,865
89
$30.7M 0.47%
736,267
-12,298
90
$30.3M 0.46%
588,677
-97,846
91
$29.1M 0.44%
853,395
+29,407
92
$29.1M 0.44%
268,527
+103,304
93
$29M 0.44%
+749,049
94
$28.9M 0.44%
225,117
-7,415
95
$28.4M 0.43%
793,728
-421,093
96
$28.4M 0.43%
1,383,610
-33,416
97
$28.4M 0.43%
1,917,033
-96,010
98
$28.4M 0.43%
1,032,439
-48,282
99
$28M 0.43%
677,280
-11,835
100
$28M 0.43%
705,856
-8,633
2 3
4
5 6