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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.5M 0.24%
193,499
-2,275
127
$17.3M 0.24%
196,400
-805
128
$17.2M 0.24%
124,163
+2,322
129
$17.1M 0.23%
364,892
-10,058
130
$16.5M 0.23%
270,143
-5,854
131
$16.4M 0.23%
197,882
-3,654
132
$15.8M 0.22%
54,949
-2,321
133
$15.2M 0.21%
682,731
-17,077
134
$15.2M 0.21%
262,449
135
$15.2M 0.21%
46,716
-425
136
$15.1M 0.21%
196,112
-1,670
137
$15M 0.21%
154,097
-4,131
138
$15M 0.21%
215,856
+672
139
$14.7M 0.2%
127,640
+3,198
140
$14.6M 0.2%
104,660
+7,858
141
$14.4M 0.2%
100,123
+18,328
142
$14.4M 0.2%
133,778
-7,156
143
$14.4M 0.2%
77,072
+1,940
144
$14.2M 0.2%
370,345
-21,272
145
$14.1M 0.19%
149,637
-71,935
146
$13.9M 0.19%
132,566
+1,394
147
$13.8M 0.19%
120,599
+3,652
148
$13.8M 0.19%
170,123
-9,022
149
$13.8M 0.19%
200,462
+6,711
150
$13.7M 0.19%
126,496
+6,451
4 5
6
7 8