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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.1M 0.16%
212,440
+86,276
177
$10.1M 0.16%
79,936
+7,311
178
$9.93M 0.16%
13,393
-323
179
$9.88M 0.16%
112,195
+4,980
180
$9.86M 0.16%
192,897
-4,985
181
$9.68M 0.15%
240,009
-14,452
182
$9.48M 0.15%
102,299
+4,337
183
$9.2M 0.15%
277,544
-24,296
184
$9.2M 0.15%
+246,194
185
$9.17M 0.15%
444,579
+135,496
186
$9.17M 0.15%
72,478
+3,810
187
$9.09M 0.14%
88,511
+6,552
188
$9M 0.14%
+110,274
189
$8.57M 0.14%
35,577
-19,372
190
$8.39M 0.13%
249,537
+33,406
191
$8.38M 0.13%
313,696
-33,527
192
$8.19M 0.13%
159,555
-9,847
193
$7.87M 0.13%
382,527
-8,694
194
$7.86M 0.13%
102,516
+34,004
195
$7.72M 0.12%
177,315
+14,802
196
$7.69M 0.12%
163,936
-2,085
197
$7.32M 0.12%
87,076
+3,142
198
$7.3M 0.12%
46,377
-890
199
$7.24M 0.12%
138,970
-13,975
200
$7.22M 0.11%
209,795
+61,248
6 7
8
9 10