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
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$14.7M
4
HSIC icon
Henry Schein
HSIC
+$13.6M
5
CRL icon
Charles River Laboratories
CRL
+$13.4M

Top Sells

1
+$62.1M
2
+$17.9M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.8M 0.25%
295,503
-7,743
127
$16.7M 0.24%
114,107
+79
128
$16.7M 0.24%
287,036
-7,755
129
$16.4M 0.24%
283,860
-6,174
130
$16.2M 0.24%
48,308
-1,322
131
$16M 0.24%
558,314
+6,530
132
$15.4M 0.23%
71,728
-17,078
133
$15M 0.22%
365,613
-9,728
134
$14.8M 0.22%
1,226,075
-30,075
135
$14.5M 0.21%
402,331
-8,611
136
$14.5M 0.21%
372,431
-21,223
137
$14.4M 0.21%
283,254
+4,960
138
$14.4M 0.21%
109,843
+23,359
139
$14.4M 0.21%
157,423
-1,589
140
$14.3M 0.21%
134,810
-3,042
141
$14.3M 0.21%
100,920
-2,385
142
$14.2M 0.21%
200,092
+3,035
143
$14M 0.21%
72,717
+713
144
$13.9M 0.2%
91,144
-690
145
$13.9M 0.2%
19,548
-460
146
$13.9M 0.2%
404,570
-9,868
147
$13.8M 0.2%
251,007
+247,373
148
$13.5M 0.2%
250,148
-7,130
149
$13.4M 0.2%
195,162
-5,330
150
$13.4M 0.2%
+122,536
4 5
6
7 8