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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22.2M 0.31%
181,243
+12,108
102
$22.1M 0.3%
584,932
-208,278
103
$22M 0.3%
110,523
-5,740
104
$21.8M 0.3%
214,135
-3,835
105
$21.3M 0.29%
179,182
-43,905
106
$21.2M 0.29%
295,970
-9,862
107
$21.2M 0.29%
405,121
-9,847
108
$20.9M 0.29%
166,187
-50,345
109
$20.4M 0.28%
716,379
-16,810
110
$20.1M 0.28%
149,313
-5,814
111
$19.8M 0.27%
239,036
+275
112
$19.5M 0.27%
234,573
+51,611
113
$19.2M 0.26%
843,212
-47,184
114
$19.1M 0.26%
293,460
+6,958
115
$18.8M 0.26%
284,704
-950
116
$18.5M 0.26%
456,367
-13,104
117
$18.1M 0.25%
226,538
-79,466
118
$18M 0.25%
129,911
-2,868
119
$18M 0.25%
447,221
+175,800
120
$17.8M 0.25%
255,931
-14,061
121
$17.7M 0.24%
312,149
-19,713
122
$17.6M 0.24%
1,189,569
-55,227
123
$17.6M 0.24%
1,327,525
+208,010
124
$17.5M 0.24%
244,751
-13,197
125
$17.5M 0.24%
78,212
+1,180
3 4
5
6 7