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
76
$28.2M 0.41%
332,442
+50,156
77
$27.9M 0.41%
496,962
-7,291
78
$27.4M 0.4%
465,588
+774
79
$27M 0.4%
785,978
-20,170
80
$26.9M 0.39%
390,264
-5,736
81
$26.6M 0.39%
161,978
+278
82
$26.4M 0.39%
445,147
-5,618
83
$26M 0.38%
166,390
-7,535
84
$24.5M 0.36%
465,438
-6,996
85
$24.3M 0.36%
179,005
-81,091
86
$23.9M 0.35%
495,263
+21,802
87
$23.7M 0.35%
590,653
-8,926
88
$23.5M 0.34%
326,583
-10,517
89
$23.4M 0.34%
82,859
-1,774
90
$23.4M 0.34%
284,044
+18,849
91
$23.3M 0.34%
493,033
-8,881
92
$23.2M 0.34%
897,722
-19,434
93
$23.1M 0.34%
965,308
+242,202
94
$23.1M 0.34%
1,195,325
+15,549
95
$23M 0.34%
376,601
-11,602
96
$22.9M 0.34%
236,040
-1,839
97
$22.2M 0.33%
464,108
-16,195
98
$22.1M 0.32%
150,633
+99,698
99
$22.1M 0.32%
378,075
-9,342
100
$21.8M 0.32%
741,885
+36,463
2 3
4
5 6