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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.9M 0.08%
44,912
+118
202
$10.7M 0.07%
74,487
-1,298
203
$10.3M 0.07%
99,479
-1,079
204
$10.2M 0.07%
132,559
-130
205
$9.88M 0.07%
149,743
+40
206
$9.8M 0.07%
25,196
-321
207
$9.72M 0.07%
126,615
-375
208
$8.68M 0.06%
48,759
-9,621
209
$8.62M 0.06%
188,576
-1,170
210
$8.46M 0.06%
54,495
+10
211
$8.39M 0.06%
42,959
-604
212
$8.23M 0.06%
39,838
-1,965
213
$7.78M 0.05%
24,000
-192
214
$7.63M 0.05%
61,770
-443,635
215
$7.6M 0.05%
28,328
-527
216
$7.55M 0.05%
15,361
-1,581
217
$7.47M 0.05%
101,212
-411
218
$7.35M 0.05%
32,895
+149
219
$7.19M 0.05%
33,431
-367
220
$6.87M 0.05%
62,792
-380
221
$6.78M 0.05%
+93,310
222
$5.87M 0.04%
220,570
-87,550
223
$5.57M 0.04%
29,887
-39
224
$5.46M 0.04%
22,852
+1,143
225
$5.43M 0.04%
37,151
+26,791
7 8
9
10 11