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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37.2M 0.26%
1,176,077
-11,009
152
$36.9M 0.26%
80,090
-1,439
153
$36.6M 0.25%
619,313
-15,647
154
$35.7M 0.25%
123,022
-3,045
155
$35.6M 0.25%
131,276
+102,736
156
$35M 0.24%
283,432
+3,360
157
$33M 0.23%
134,005
-3,014
158
$32.2M 0.22%
56,216
+16,470
159
$31.9M 0.22%
315,946
+70,868
160
$30.8M 0.21%
109,395
-147
161
$29.9M 0.21%
234,346
-2,481
162
$29.6M 0.21%
690,242
-46,485
163
$28.6M 0.2%
272,562
-37,677
164
$28M 0.19%
322,583
-2,470
165
$26.2M 0.18%
+539,639
166
$25.5M 0.18%
425,318
-10,768
167
$23.9M 0.17%
1,408,071
-34,962
168
$23.8M 0.17%
393,604
-9,878
169
$22.9M 0.16%
220,863
-1,948
170
$22.5M 0.16%
64,372
-4,049
171
$22.5M 0.16%
287,760
-1,735
172
$22.2M 0.15%
165,604
-1,797
173
$21M 0.15%
68,947
-469
174
$20.7M 0.14%
197,501
-2,229
175
$20.3M 0.14%
575,176
-16,232
5 6
7
8 9