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
76
$25.1M 0.4%
994,400
+54,520
77
$24.9M 0.4%
417,754
-10,736
78
$24.2M 0.39%
+155,172
79
$24.2M 0.39%
359,419
-7,865
80
$24.2M 0.38%
448,410
-7,395
81
$24M 0.38%
1,299,873
-42,570
82
$23.7M 0.38%
289,486
-6,484
83
$23.6M 0.38%
376,486
-1,302
84
$23.4M 0.37%
206,077
+6,790
85
$22.9M 0.36%
650,114
+41,581
86
$22.8M 0.36%
374,050
-7,304
87
$22.5M 0.36%
209,812
-4,323
88
$21.7M 0.35%
339,122
+3,308
89
$21.2M 0.34%
501,178
+50,742
90
$21.1M 0.34%
462,520
-88,454
91
$20.4M 0.32%
292,724
+8,020
92
$20.3M 0.32%
707,597
-8,782
93
$19.8M 0.31%
122,125
+11,602
94
$19.6M 0.31%
450,926
-19,466
95
$19.6M 0.31%
180,057
-1,186
96
$19.4M 0.31%
202,618
-12,426
97
$19M 0.3%
323,085
+29,625
98
$18.8M 0.3%
10,931
-400
99
$18.6M 0.3%
279,429
-34,935
100
$18.1M 0.29%
226,741
-12,295
2 3
4
5 6