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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.38M 0.13%
87,327
+170
202
$9.27M 0.13%
255,673
-103,227
203
$8.2M 0.11%
250,448
+21,817
204
$7.71M 0.1%
119,080
-58,989
205
$7.51M 0.1%
118,426
+43,516
206
$7.4M 0.1%
141,157
+2,775
207
$7.33M 0.1%
260,715
+750
208
$7.26M 0.1%
+99,772
209
$7.08M 0.1%
85,667
+26,016
210
$7.07M 0.1%
255,704
+23,912
211
$7.04M 0.1%
203,830
+16,761
212
$6.6M 0.09%
74,732
+2,725
213
$6.53M 0.09%
209,807
+16,650
214
$6.51M 0.09%
48,143
+36,590
215
$6.47M 0.09%
46,940
+7,000
216
$6.2M 0.08%
65,141
+7,300
217
$6.1M 0.08%
331,865
+320,075
218
$6.06M 0.08%
47,104
+2,204
219
$5.89M 0.08%
42,959
+7,558
220
$5.83M 0.08%
50,305
-3,064
221
$5.74M 0.08%
40,399
-820
222
$5.71M 0.08%
+45,281
223
$5.65M 0.08%
98,055
+1,857
224
$5.61M 0.08%
62,820
-775
225
$5.43M 0.07%
26,345
+20,420
7 8
9
10 11