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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.3M 0.16%
376,159
+8,478
177
$11.1M 0.15%
347,223
-20,326
178
$11.1M 0.15%
181,050
+4,252
179
$11M 0.15%
68,668
+2,586
180
$11M 0.15%
232,416
-9,832
181
$10.9M 0.15%
72,625
+1,118
182
$10.8M 0.15%
147,104
-35,061
183
$10.7M 0.15%
452,588
+10,244
184
$10.7M 0.15%
215,470
+4,537
185
$10.6M 0.15%
81,959
+2,234
186
$10.6M 0.15%
227,594
-12,488
187
$10.4M 0.14%
234,209
-9,517
188
$10.2M 0.14%
167,214
-1,085
189
$10M 0.14%
107,215
+22,734
190
$9.81M 0.14%
162,513
+3,670
191
$9.53M 0.13%
13,716
-798
192
$9.52M 0.13%
109,842
-43,729
193
$9.43M 0.13%
290,911
-16,933
194
$9.38M 0.13%
156,800
+5,294
195
$9.2M 0.13%
97,962
+3,286
196
$9.12M 0.13%
216,131
-11,942
197
$8.41M 0.12%
187,362
-11,687
198
$8.28M 0.11%
71,460
-1,055
199
$8.28M 0.11%
64,180
+1,995
200
$8.22M 0.11%
83,934
+2,721
6 7
8
9 10