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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.7M 0.27%
+608,958
127
$19.7M 0.27%
422,983
+36,265
128
$19.7M 0.27%
234,060
+18,320
129
$19.7M 0.27%
745,530
+113,915
130
$19.6M 0.26%
438,234
+7,582
131
$19.3M 0.26%
306,414
+28,220
132
$19.1M 0.26%
155,895
-1,159
133
$18.4M 0.25%
1,453,125
+122,615
134
$18.2M 0.25%
310,905
-12,603
135
$18M 0.24%
384,444
+37,238
136
$17.9M 0.24%
200,016
+25,014
137
$17.9M 0.24%
15,849
+393
138
$17.7M 0.24%
177,724
+27,928
139
$17.6M 0.24%
899,997
+130,788
140
$17.5M 0.24%
111,550
-128,199
141
$17.2M 0.23%
346,171
+30,263
142
$17.2M 0.23%
109,083
+16,034
143
$16.6M 0.22%
484,061
+40,867
144
$16.6M 0.22%
30,862
+847
145
$16.5M 0.22%
72,318
+1,778
146
$16.4M 0.22%
167,465
+13,404
147
$16.3M 0.22%
152,104
+5,735
148
$16.3M 0.22%
178,231
+52,369
149
$16.1M 0.22%
25,300
+5,812
150
$16M 0.22%
140,443
-15,054
4 5
6
7 8