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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.5M 0.32%
312,991
-23,088
102
$23.5M 0.32%
577,482
+49,686
103
$23M 0.31%
483,009
+40,220
104
$22.5M 0.3%
437,413
+31,249
105
$22.5M 0.3%
129,703
-4,255
106
$22.4M 0.3%
200,946
+13,365
107
$22.2M 0.3%
138,543
+12,418
108
$21.9M 0.3%
155,296
+12,624
109
$21.8M 0.29%
808,760
+54,949
110
$21.7M 0.29%
146,456
-27,265
111
$21.4M 0.29%
200,093
-29,432
112
$21.2M 0.29%
422,807
+7,776
113
$21M 0.28%
202,515
+4,097
114
$21M 0.28%
258,800
+22,588
115
$21M 0.28%
383,316
-482,478
116
$20.8M 0.28%
231,900
-8,900
117
$20.7M 0.28%
268,280
-1,250
118
$20.7M 0.28%
207,083
+6,162
119
$20.6M 0.28%
148,012
+2,548
120
$20.5M 0.28%
868,014
+73,428
121
$20.3M 0.27%
39,717
-732
122
$19.9M 0.27%
422,422
+15,601
123
$19.9M 0.27%
363,862
-184,995
124
$19.9M 0.27%
380,690
+36,239
125
$19.8M 0.27%
242,242
-10,386
3 4
5
6 7