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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.9M 0.17%
1,197,966
+35,980
177
$12.8M 0.17%
197,069
+18,740
178
$12.7M 0.17%
209,275
+3,862
179
$12.6M 0.17%
+257,194
180
$12.4M 0.17%
418,024
+35,403
181
$12.3M 0.17%
91,697
+10,425
182
$12.1M 0.16%
65,773
+1,991
183
$12.1M 0.16%
323,937
+8,459
184
$11.9M 0.16%
184,371
+14,954
185
$11.5M 0.16%
260,193
+66,091
186
$11.4M 0.15%
315,249
+27,288
187
$11.4M 0.15%
256,057
-363,086
188
$11.2M 0.15%
654,975
+30,434
189
$11.1M 0.15%
316,217
+172,568
190
$11M 0.15%
145,154
+200
191
$10.8M 0.15%
62,150
-42,207
192
$10.8M 0.15%
276,725
+11,598
193
$10.6M 0.14%
170,323
-20,174
194
$10.1M 0.14%
163,841
-180,241
195
$9.94M 0.13%
45,329
-97,890
196
$9.93M 0.13%
278,939
+24,623
197
$9.92M 0.13%
221,403
+50,614
198
$9.74M 0.13%
145,237
+11,902
199
$9.73M 0.13%
145,827
-51,212
200
$9.46M 0.13%
119,604
-15,427
6 7
8
9 10