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
151
$15.8M 0.21%
83,069
-66,626
152
$15.7M 0.21%
238,732
+7,784
153
$15.6M 0.21%
107,731
-7,260
154
$15.4M 0.21%
145,950
+16,905
155
$15.4M 0.21%
280,789
+24,394
156
$15.3M 0.21%
+82,774
157
$15.2M 0.21%
883,946
+65,321
158
$15.1M 0.2%
145,942
+13,210
159
$15.1M 0.2%
505,654
+38,222
160
$15M 0.2%
265,564
+22,474
161
$15M 0.2%
216,756
-7,275
162
$14.9M 0.2%
149,578
+12,877
163
$14.9M 0.2%
715,245
+66,612
164
$14.8M 0.2%
956,837
-80,982
165
$14.6M 0.2%
564,430
-215,433
166
$14.5M 0.2%
632,337
+20,427
167
$13.9M 0.19%
64,270
+2,500
168
$13.8M 0.19%
+147,582
169
$13.8M 0.19%
337,610
-32,408
170
$13.5M 0.18%
358,482
+32,163
171
$13.5M 0.18%
151,316
-4,816
172
$13.4M 0.18%
323,526
+10,887
173
$13.2M 0.18%
704,559
+59,156
174
$13M 0.18%
494,004
+45,771
175
$12.9M 0.17%
309,092
+26,115
5 6
7
8 9