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
76
$27.8M 0.38%
185,220
+793
77
$27.7M 0.38%
377,788
+650
78
$27.6M 0.38%
731,472
-13,858
79
$27.5M 0.38%
356,980
-10,006
80
$27.4M 0.38%
574,813
-33,170
81
$27.1M 0.37%
314,364
-9,144
82
$27.1M 0.37%
280,887
+842
83
$27M 0.37%
381,354
-9,910
84
$27M 0.37%
572,209
-20,835
85
$26.9M 0.37%
160,782
+584
86
$26.6M 0.37%
167,091
+12,985
87
$26.4M 0.36%
790,289
+78,001
88
$26.2M 0.36%
215,044
+24,983
89
$25.4M 0.35%
550,974
-14,484
90
$25.2M 0.35%
220,361
-12,383
91
$25.2M 0.35%
470,392
-12,351
92
$25.1M 0.35%
1,342,443
+184,119
93
$24.8M 0.34%
335,814
+49,688
94
$24.6M 0.34%
450,436
+136,345
95
$24.4M 0.34%
141,633
+18,597
96
$24.3M 0.33%
581,734
+102,191
97
$23.2M 0.32%
155,605
-4,474
98
$22.5M 0.31%
11,331
-53
99
$22.3M 0.31%
199,287
+2,432
100
$22.2M 0.31%
798,033
-18,617
2 3
4
5 6