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
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.2M 0.19%
262,494
+59,756
177
$12.1M 0.19%
97,237
-1,425
178
$12M 0.18%
69,967
+820
179
$11.9M 0.18%
220,938
-121,222
180
$11M 0.17%
281,445
+6,656
181
$10.9M 0.17%
147,977
-667
182
$10.8M 0.17%
470,298
-9,402
183
$10.8M 0.17%
138,919
+3,450
184
$10.7M 0.16%
154,262
+3,274
185
$10.5M 0.16%
717,395
-21,370
186
$10.4M 0.16%
110,469
-20,582
187
$10.2M 0.16%
227,007
+4,878
188
$10M 0.15%
205,757
-504,397
189
$9.95M 0.15%
203,016
+4,029
190
$9.63M 0.15%
422,167
-10,406
191
$9.44M 0.14%
175,766
-2,670
192
$9.37M 0.14%
232,500
-285,400
193
$9.24M 0.14%
84,519
+3,317
194
$9.23M 0.14%
207,464
+5,288
195
$9M 0.14%
+164,334
196
$8.99M 0.14%
208,940
+194,490
197
$8.97M 0.14%
61,307
+784
198
$8.95M 0.14%
544,434
+25,646
199
$8.84M 0.13%
54,421
+10
200
$8.64M 0.13%
190,335
+16,410
6 7
8
9 10