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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20.1M 0.14%
228,660
-5,731
177
$19.8M 0.14%
134,514
-4,664
178
$17.9M 0.12%
79,467
-382
179
$17.6M 0.12%
43,402
-3,384
180
$17.2M 0.12%
165,943
-20,488
181
$16.3M 0.11%
87,997
-2,028
182
$16M 0.11%
188,355
+15,626
183
$15.7M 0.11%
435,280
-1,715
184
$14.9M 0.1%
355,019
-31,005
185
$14.8M 0.1%
217,240
-5,530
186
$14.2M 0.1%
24,333
+91
187
$13.3M 0.09%
41,595
+323
188
$13.1M 0.09%
212,931
-1,550
189
$12.9M 0.09%
32,886
+24
190
$12.6M 0.09%
45,389
-679
191
$12.5M 0.09%
261,764
+12,705
192
$12.5M 0.09%
38,780
-3,930
193
$12.4M 0.09%
137,214
-1,446
194
$11.7M 0.08%
68,170
-365
195
$11.7M 0.08%
99,509
-793
196
$11.6M 0.08%
257,639
-9,680
197
$11.2M 0.08%
116,721
+175
198
$11.1M 0.08%
600,833
-128,927
199
$11M 0.08%
142,217
-1,776
200
$10.9M 0.08%
20,675
+2,645
6 7
8
9 10