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
151
$13.6M 0.19%
206,719
+5,882
152
$13.5M 0.19%
66,587
-3,760
153
$13.4M 0.18%
254,461
-13,728
154
$13.3M 0.18%
373,516
-85,541
155
$12.9M 0.18%
408,726
-24,192
156
$12.9M 0.18%
112,620
-9,705
157
$12.8M 0.18%
+301,840
158
$12.7M 0.17%
173,568
+6,111
159
$12.7M 0.17%
16,345
-92
160
$12.6M 0.17%
527,911
-11,305
161
$12.4M 0.17%
272,670
+48,982
162
$12.4M 0.17%
158,825
+3,604
163
$12.3M 0.17%
73,750
-517
164
$12.3M 0.17%
346,295
-19,058
165
$12.3M 0.17%
78,792
+24,003
166
$12.3M 0.17%
415,381
+7,591
167
$12.2M 0.17%
86,456
+315
168
$11.8M 0.16%
71,882
+3,840
169
$11.7M 0.16%
+13,265
170
$11.7M 0.16%
753,246
+251,784
171
$11.6M 0.16%
104,833
-12,029
172
$11.6M 0.16%
152,945
-8,860
173
$11.5M 0.16%
169,402
-10,014
174
$11.4M 0.16%
138,090
-8,008
175
$11.3M 0.16%
+1,093,066
5 6
7
8 9