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
151
$13.3M 0.2%
337,515
-10,945
152
$13.2M 0.19%
96,259
+972
153
$13.2M 0.19%
42,318
-1,820
154
$13.1M 0.19%
88,117
-4,770
155
$12.9M 0.19%
112,401
-3,320
156
$12.7M 0.19%
262,922
-6,943
157
$12.7M 0.19%
86,741
-210
158
$12.6M 0.18%
173,425
-89,485
159
$12.5M 0.18%
65,497
-764
160
$12.3M 0.18%
151,436
-4,306
161
$12.2M 0.18%
186,381
+3,067
162
$12M 0.18%
110,163
+2,111
163
$11.9M 0.17%
165,948
+1,774
164
$11.5M 0.17%
157,250
+23,071
165
$11.5M 0.17%
76,097
-1,718
166
$11.4M 0.17%
217,456
+14,182
167
$11.3M 0.17%
81,692
-33,717
168
$11.1M 0.16%
159,451
-78,241
169
$11.1M 0.16%
136,096
+3,205
170
$11M 0.16%
148,784
-1,408
171
$10.9M 0.16%
200,944
+8,060
172
$10.9M 0.16%
259,039
-6,865
173
$10.8M 0.16%
160,969
-1,970
174
$10.8M 0.16%
73,447
+986
175
$10.8M 0.16%
380,572
-287,777
5 6
7
8 9