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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.2M 0.23%
767,978
-75,234
127
$14.2M 0.23%
134,305
-7,328
128
$14M 0.22%
515,342
-12,569
129
$14M 0.22%
216,572
-18,001
130
$13.6M 0.22%
672,439
-10,292
131
$13.6M 0.22%
122,584
-7,327
132
$13.5M 0.22%
349,413
+116,997
133
$13.5M 0.21%
1,080,136
-109,433
134
$13.4M 0.21%
16,040
-305
135
$13.3M 0.21%
124,870
+12,250
136
$13.3M 0.21%
193,449
-50
137
$13.3M 0.21%
1,261,670
-65,855
138
$13.3M 0.21%
46,521
-195
139
$13.2M 0.21%
491,217
+115,058
140
$13.1M 0.21%
223,891
+17,172
141
$13.1M 0.21%
166,768
+12,671
142
$13.1M 0.21%
360,908
-12,608
143
$13.1M 0.21%
127,292
+6,693
144
$13M 0.21%
300,859
-11,290
145
$13M 0.21%
+159,522
146
$12.9M 0.2%
143,201
+16,705
147
$12.8M 0.2%
250,701
-11,748
148
$12.8M 0.2%
71,993
-1,757
149
$12.8M 0.2%
232,541
-12,210
150
$12.5M 0.2%
110,210
-17,430
4 5
6
7 8