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
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.08M 0.12%
70,823
-8,880
202
$7.67M 0.12%
103,428
+3,597
203
$7.4M 0.11%
311,700
204
$7.24M 0.11%
+250,508
205
$7.12M 0.11%
241,884
-282,910
206
$7.09M 0.11%
49,220
-1,152
207
$6.85M 0.1%
102,776
+2,660
208
$6.82M 0.1%
638,805
-3,978
209
$6.58M 0.1%
58,581
-1,123
210
$6.57M 0.1%
54,623
+5,139
211
$6.51M 0.1%
81,870
+4,699
212
$6.48M 0.1%
213,189
-12,223
213
$6.34M 0.1%
40,800
-2,707
214
$6.1M 0.09%
+15,543
215
$5.79M 0.09%
140,848
+4,366
216
$5.7M 0.09%
154,061
+1,715
217
$5.62M 0.09%
269,060
-124,650
218
$5.44M 0.08%
135,364
-2,084
219
$5.42M 0.08%
68,980
+3,689
220
$5.4M 0.08%
163,178
+514
221
$5.05M 0.08%
62,675
-17
222
$4.81M 0.07%
103,264
+2,186
223
$4.72M 0.07%
59,368
-2,200
224
$4.52M 0.07%
87,139
-5,252
225
$4.37M 0.07%
34,302
-300
7 8
9
10 11