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
151
$12.3M 0.2%
266,681
+85,631
152
$12.3M 0.19%
86,406
-50
153
$12.2M 0.19%
444,085
+28,704
154
$12.2M 0.19%
333,625
-12,670
155
$12M 0.19%
117,648
-61,534
156
$12M 0.19%
160,140
-9,983
157
$12M 0.19%
298,363
+70,769
158
$11.9M 0.19%
187,202
-8,910
159
$11.9M 0.19%
389,206
-19,520
160
$11.5M 0.18%
187,497
+13,929
161
$11.4M 0.18%
64,354
-2,233
162
$11.3M 0.18%
163,383
+4,558
163
$11.1M 0.18%
77,867
+5,985
164
$11.1M 0.18%
158,280
+20,190
165
$10.9M 0.17%
499,095
+46,507
166
$10.9M 0.17%
159,993
+12,889
167
$10.7M 0.17%
353,265
-17,080
168
$10.5M 0.17%
234,302
+18,832
169
$10.5M 0.17%
261,399
-11,271
170
$10.4M 0.17%
127,480
-6,298
171
$10.4M 0.17%
216,403
+15,941
172
$10.3M 0.16%
91,058
+12,266
173
$10.3M 0.16%
72,014
-5,058
174
$10.2M 0.16%
254,472
+20,263
175
$10.1M 0.16%
12,364
-901
5 6
7
8 9