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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.1M 0.11%
109,034
+23,600
202
$6.83M 0.11%
993,882
-99,184
203
$6.8M 0.11%
688,900
-64,346
204
$6.79M 0.11%
96,617
-13,225
205
$6.75M 0.11%
65,752
+6,575
206
$6.41M 0.1%
+64,218
207
$6.22M 0.1%
172,875
-15,109
208
$6.03M 0.1%
66,553
-38,280
209
$6.02M 0.1%
85,741
-46,825
210
$5.91M 0.09%
267,073
-23,838
211
$5.79M 0.09%
85,575
+15,400
212
$5.69M 0.09%
29,980
+5,538
213
$5.42M 0.09%
67,362
+3,182
214
$5.37M 0.09%
73,035
+12,275
215
$5.31M 0.08%
55,625
+7,642
216
$5.05M 0.08%
74,600
+13,015
217
$4.95M 0.08%
21,546
+1,814
218
$4.92M 0.08%
177,128
-15,821
219
$4.8M 0.08%
83,730
-405
220
$4.76M 0.08%
17,861
+6,075
221
$4.73M 0.08%
77,441
+17,828
222
$4.67M 0.07%
83,141
+17,565
223
$4.56M 0.07%
99,240
+43,815
224
$4.55M 0.07%
198,075
+36,600
225
$4.51M 0.07%
100,726
-600
7 8
9
10 11