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
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.6M 0.42%
619,046
-323,730
102
$27.5M 0.42%
1,042,506
-3,122
103
$27.2M 0.41%
436,635
-9,605
104
$27M 0.41%
934,322
-25,117
105
$26.9M 0.41%
1,385,696
-19,776
106
$26.6M 0.41%
478,243
-4,550
107
$26M 0.4%
279,801
-46,765
108
$25.9M 0.39%
580,393
+134,232
109
$25.7M 0.39%
690,878
-20,084
110
$25.3M 0.39%
677,396
-71,562
111
$25.3M 0.39%
1,119,958
-19,784
112
$25.1M 0.38%
441,195
-7,573
113
$25M 0.38%
467,521
-14,597
114
$24.9M 0.38%
430,528
-9,524
115
$24.8M 0.38%
282,089
-6,949
116
$24.7M 0.38%
503,685
-3,977
117
$24.5M 0.37%
2,141,194
-52,873
118
$24.4M 0.37%
462,768
-2,199
119
$24.4M 0.37%
470,491
-9,643
120
$24.4M 0.37%
1,355,277
-24,843
121
$24.1M 0.37%
1,246,556
+712
122
$24M 0.37%
432,835
-7,658
123
$23.9M 0.37%
564,729
-16,659
124
$23.9M 0.36%
1,724,797
+180,636
125
$23.8M 0.36%
665,525
-16,410
3 4
5
6 7