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
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.7M
3
+$14.7M
4
HSIC icon
Henry Schein
HSIC
+$13.6M
5
CRL icon
Charles River Laboratories
CRL
+$13.4M

Top Sells

1
+$62.1M
2
+$17.9M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.42M 0.12%
130,236
+2,906
202
$7.84M 0.12%
63,264
+300
203
$7.74M 0.11%
70,661
-3,769
204
$7.73M 0.11%
145,180
-3,239
205
$7.66M 0.11%
44,792
-150
206
$7.37M 0.11%
418,026
-9,234
207
$7.28M 0.11%
157,787
+382
208
$7.14M 0.1%
32,262
-28
209
$6.95M 0.1%
328,875
-50,500
210
$6.92M 0.1%
+59,131
211
$6.9M 0.1%
263,228
-6,615
212
$6.89M 0.1%
109,855
-3,250
213
$6.68M 0.1%
74,962
+1,541
214
$6.54M 0.1%
137,996
-2,163
215
$6.22M 0.09%
175,989
+46,338
216
$6.17M 0.09%
176,158
-4,419
217
$6.09M 0.09%
58,801
-4,435
218
$5.92M 0.09%
56,993
+462
219
$5.46M 0.08%
54,758
-6,135
220
$5.28M 0.08%
137,986
-200
221
$5.21M 0.08%
59,562
-654
222
$5.18M 0.08%
70,425
+8,865
223
$4.69M 0.07%
44,547
+707
224
$4.66M 0.07%
+54,310
225
$4.56M 0.07%
62,905
-3,510
7 8
9
10 11