BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23.7M 0.36%
1,035,194
-23,184
127
$23.6M 0.36%
829,825
-240,438
128
$23.3M 0.36%
+517,866
129
$22.7M 0.35%
417,521
+299,427
130
$22.5M 0.34%
682,200
-17,362
131
$22.5M 0.34%
177,801
-10,280
132
$21.8M 0.33%
54,206
-1,670
133
$21.7M 0.33%
356,915
+60
134
$21.3M 0.33%
471,360
-16,178
135
$21.2M 0.32%
201,828
+60,888
136
$21.1M 0.32%
449,581
-6,734
137
$20.9M 0.32%
+574,887
138
$20.6M 0.31%
749,195
-17,237
139
$20.6M 0.31%
172,472
-3,510
140
$20.5M 0.31%
+263,155
141
$20.2M 0.31%
218,685
+3,860
142
$19.9M 0.3%
206,173
-12,483
143
$19.8M 0.3%
529,845
-7,445
144
$19.7M 0.3%
309,733
+1,737
145
$19.6M 0.3%
233,281
-5,677
146
$19.5M 0.3%
169,870
+14,520
147
$19.4M 0.3%
204,326
-19,605
148
$19.4M 0.3%
344,651
+72,760
149
$19.1M 0.29%
196,678
+1,200
150
$19M 0.29%
261,585
+63,960
4 5
6
7 8