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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$55M 0.38%
135,149
-627
102
$54.7M 0.38%
245,382
-12,570
103
$54.5M 0.38%
407,813
+8,135
104
$54.3M 0.38%
620,709
+2,322
105
$53.5M 0.37%
391,238
-10,001
106
$53.2M 0.37%
243,360
-6,030
107
$53.1M 0.37%
+506,427
108
$53.1M 0.37%
276,855
+1,025
109
$52.9M 0.37%
395,157
+3,837
110
$52.8M 0.37%
356,693
-9,073
111
$52.5M 0.37%
637,991
+5,317
112
$52.2M 0.36%
729,924
-18,205
113
$52M 0.36%
790,335
-19,354
114
$51.9M 0.36%
587,318
-333,650
115
$51.8M 0.36%
+1,047,911
116
$50.8M 0.35%
1,673,621
+190
117
$49.5M 0.34%
356,721
+2,055
118
$49.4M 0.34%
32,942
-376
119
$49.3M 0.34%
769,361
-21,875
120
$48.4M 0.34%
224,743
-53,845
121
$48.4M 0.34%
626,420
-14,470
122
$47.9M 0.33%
223,464
-428
123
$47.5M 0.33%
977,268
-6,420
124
$47.2M 0.33%
877,271
-7,103
125
$46.2M 0.32%
585,764
-99,082
3 4
5
6 7