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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18M 0.29%
134,250
+125,471
102
$17.9M 0.29%
602,820
-187,469
103
$17.8M 0.28%
752,883
-45,150
104
$17.7M 0.28%
199,380
+49,743
105
$17.1M 0.27%
85,688
+7,476
106
$16.9M 0.27%
246,299
-9,632
107
$16.8M 0.27%
451,893
-133,039
108
$16.5M 0.26%
124,698
-42,393
109
$16.5M 0.26%
217,520
+21,120
110
$16.1M 0.26%
135,263
+11,100
111
$16.1M 0.26%
142,177
-7,136
112
$15.8M 0.25%
117,885
+13,225
113
$15.8M 0.25%
359,841
-5,051
114
$15.8M 0.25%
381,871
+291,841
115
$15.8M 0.25%
496,607
+49,386
116
$15.7M 0.25%
434,252
-160,388
117
$15.6M 0.25%
539,321
-42,413
118
$15.4M 0.25%
449,206
-7,161
119
$15.2M 0.24%
152,406
-67,955
120
$15M 0.24%
235,192
+19,336
121
$14.9M 0.24%
135,946
-30,241
122
$14.8M 0.24%
564,364
-10,449
123
$14.6M 0.23%
485,904
+80,783
124
$14.4M 0.23%
217,110
-9,428
125
$14.3M 0.23%
113,081
+12,958
3 4
5
6 7