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
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$14.7M
4
HSIC icon
Henry Schein
HSIC
+$13.6M
5
CRL icon
Charles River Laboratories
CRL
+$13.4M

Top Sells

1
+$62.1M
2
+$17.9M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.5M 0.15%
506,499
-14,570
177
$10.5M 0.15%
279,909
-2,541
178
$10.5M 0.15%
330,288
-993
179
$10.4M 0.15%
123,161
+5,308
180
$10.1M 0.15%
16,076
-230
181
$10.1M 0.15%
204,544
-5,324
182
$10.1M 0.15%
197,585
+4,928
183
$10.1M 0.15%
391,768
-5,186
184
$10.1M 0.15%
74,632
+870
185
$10.1M 0.15%
114,911
+4,667
186
$10M 0.15%
533,377
-41,856
187
$9.93M 0.15%
98,914
-1,957
188
$9.71M 0.14%
149,380
-3,504
189
$9.71M 0.14%
340,831
-6,365
190
$9.58M 0.14%
217,253
-6,348
191
$9.55M 0.14%
40,876
-206
192
$9.55M 0.14%
62,668
+49,596
193
$9.43M 0.14%
71,439
+1,437
194
$9.32M 0.14%
168,434
+2,108
195
$9.16M 0.13%
141,526
+762
196
$9.1M 0.13%
149,572
-10,201
197
$9.09M 0.13%
215,663
-5,679
198
$8.84M 0.13%
416,367
+11,131
199
$8.55M 0.13%
229,177
+4,270
200
$8.53M 0.13%
370,986
-15,832
6 7
8
9 10