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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.17M 0.11%
187,984
-9,995
202
$7.96M 0.11%
47,267
-275
203
$7.89M 0.11%
38,112
-1,374
204
$7.86M 0.11%
391,221
-22,113
205
$7.85M 0.11%
166,021
+1,675
206
$7.6M 0.1%
24,442
+746
207
$7.26M 0.1%
262,991
-25,335
208
$7.07M 0.1%
309,083
+14,830
209
$6.98M 0.1%
126,164
-7,091
210
$6.97M 0.1%
148,547
+50,911
211
$6.96M 0.1%
59,177
-325
212
$6.92M 0.1%
68,512
+791
213
$6.81M 0.09%
192,949
-10,271
214
$6.38M 0.09%
192,091
-8,194
215
$6.29M 0.09%
85,434
-800
216
$6.04M 0.08%
+109,617
217
$5.67M 0.08%
101,326
-900
218
$5.64M 0.08%
84,135
+3,919
219
$5.58M 0.08%
70,175
-100
220
$5.44M 0.07%
47,983
-364
221
$5.27M 0.07%
19,732
+171
222
$5.01M 0.07%
60,760
+4,895
223
$4.87M 0.07%
61,585
-650
224
$4.86M 0.07%
38,038
+3,474
225
$4.84M 0.07%
229,429
-10,251
7 8
9
10 11