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
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$14.7M
4
HSIC icon
Henry Schein
HSIC
+$13.6M
5
CRL icon
Charles River Laboratories
CRL
+$13.4M

Top Sells

1
+$62.1M
2
+$17.9M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.6M 0.32%
207,370
+27,714
102
$21.5M 0.31%
353,538
-24,790
103
$21.5M 0.31%
193,091
-1,915
104
$20.9M 0.31%
274,963
-7,961
105
$20.6M 0.3%
713,311
+145,853
106
$20.5M 0.3%
158,943
+24,594
107
$20.3M 0.3%
280,557
+1,952
108
$20M 0.29%
419,248
+120,858
109
$19.8M 0.29%
235,490
-4,274
110
$19.5M 0.29%
239,555
+32,770
111
$19.5M 0.29%
155,404
+16,077
112
$19.3M 0.28%
11,083
+233
113
$19.2M 0.28%
359,011
+285,955
114
$18.9M 0.28%
582,120
-11,452
115
$18.7M 0.27%
108,520
-2,192
116
$18.6M 0.27%
209,107
-2,521
117
$17.8M 0.26%
633,952
-16,177
118
$17.6M 0.26%
185,230
+125,560
119
$17.4M 0.26%
473,680
+17,062
120
$17.3M 0.25%
433,071
-10,116
121
$17.3M 0.25%
1,044,009
-60,800
122
$17.1M 0.25%
727,079
-20,322
123
$17M 0.25%
196,099
-220
124
$17M 0.25%
641,453
-48,787
125
$16.9M 0.25%
335,945
-107,398
3 4
5
6 7