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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67.9M 0.47%
755,751
+948
77
$67.4M 0.47%
618,827
-38,469
78
$67.2M 0.47%
181,552
+211
79
$66.2M 0.46%
973,279
-26,564
80
$66.2M 0.46%
454,105
-1,203
81
$66M 0.46%
127,492
-27
82
$65.6M 0.46%
623,172
-21,463
83
$65.1M 0.45%
809,608
+98,019
84
$63.9M 0.44%
525,822
+59,787
85
$63.5M 0.44%
309,788
-39,525
86
$61.8M 0.43%
321,831
+170
87
$60.7M 0.42%
220,497
-3,724
88
$59.8M 0.42%
220,639
-2,135
89
$59.8M 0.42%
455,233
-4,940
90
$59.8M 0.42%
493,999
-5,302
91
$59.7M 0.42%
402,254
-5,753
92
$59.7M 0.42%
270,316
-1,947
93
$59.5M 0.41%
326,302
-1,228
94
$59.2M 0.41%
204,252
-1,574
95
$58.6M 0.41%
231,193
-68,597
96
$58.1M 0.4%
563,332
-12,857
97
$58M 0.4%
348,100
+21
98
$57.5M 0.4%
427,299
-3,919
99
$55.9M 0.39%
370,400
-13,797
100
$55.8M 0.39%
213,006
+9,237
2 3
4
5 6