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
151
$18.7M 0.29%
161,100
-11,865
152
$18.7M 0.28%
313,865
-6,040
153
$18.6M 0.28%
288,725
-7,732
154
$18.6M 0.28%
399,577
-17,728
155
$18.5M 0.28%
397,629
+243,407
156
$17.7M 0.27%
+1,994,408
157
$17.3M 0.26%
201,258
-8,374
158
$17.2M 0.26%
725,718
-54,432
159
$16.9M 0.26%
469,455
-2,003
160
$16.9M 0.26%
384,223
-3,501
161
$16.1M 0.25%
+2,325,925
162
$15.5M 0.24%
730,307
-19,460
163
$15.3M 0.23%
+451,532
164
$15.1M 0.23%
418,540
-7,115
165
$14.1M 0.21%
571,328
-23,516
166
$14M 0.21%
191,184
+8,015
167
$13.7M 0.21%
100,883
+52,661
168
$13.4M 0.2%
176,861
+19,109
169
$13.2M 0.2%
173,050
+5,450
170
$13.1M 0.2%
323,190
+113,940
171
$13.1M 0.2%
323,774
+11,986
172
$13M 0.2%
224,071
+37,575
173
$12.6M 0.19%
218,146
-38,365
174
$12.5M 0.19%
500,890
-15,375
175
$12.4M 0.19%
732,174
+121,630
5 6
7
8 9