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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.9M 0.39%
156,883
+3,608
77
$28.4M 0.38%
480,522
+46,614
78
$28.2M 0.38%
356,717
+229,329
79
$27.6M 0.37%
260,390
-41,818
80
$27.3M 0.37%
83,167
-12,483
81
$27.2M 0.37%
517,074
+43,290
82
$26.7M 0.36%
416,452
-29,972
83
$26.5M 0.36%
202,394
+15,575
84
$26.4M 0.36%
235,167
+18,712
85
$26.4M 0.36%
139,744
-8,014
86
$26.3M 0.36%
596,776
+90,449
87
$26.2M 0.35%
171,069
+4,393
88
$26.2M 0.35%
893,994
+339,180
89
$25.2M 0.34%
132,744
+3,129
90
$25M 0.34%
310,253
+162,240
91
$24.9M 0.34%
307,439
+174,119
92
$24.6M 0.33%
229,317
-14,520
93
$24.6M 0.33%
236,734
+29,106
94
$24.4M 0.33%
552,454
+38,910
95
$24.4M 0.33%
356,231
-8,184
96
$24.3M 0.33%
441,142
+37,603
97
$24.2M 0.33%
746,180
-16,595
98
$24.1M 0.33%
134,870
-166
99
$23.8M 0.32%
354,324
+16,559
100
$23.5M 0.32%
568,583
+51,768
2 3
4
5 6