BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.56B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$23.3M
3
+$20.9M
4
DG icon
Dollar General
DG
+$20.5M
5
DHX icon
DHI Group
DHX
+$17.7M

Top Sells

1
+$30.3M
2
+$25M
3
+$24.5M
4
CMC icon
Commercial Metals
CMC
+$19.5M
5
ICUI icon
ICU Medical
ICUI
+$18.1M

Sector Composition

1 Financials 17.53%
2 Technology 16.27%
3 Healthcare 13.91%
4 Industrials 12.55%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 1.66%
3,469,324
-48,368
2
$84.4M 1.29%
1,563,018
-60,036
3
$77.6M 1.18%
998,300
-32,155
4
$76.7M 1.17%
792,315
-26,663
5
$74.3M 1.13%
762,579
-1,722
6
$74.3M 1.13%
1,683,314
-48,631
7
$71.9M 1.1%
303,913
+1,300
8
$71.7M 1.09%
1,124,152
-11,649
9
$69.7M 1.06%
515,878
-9,478
10
$68.5M 1.04%
495,398
-38,555
11
$65.7M 1%
985,858
-22,933
12
$63.8M 0.97%
373,737
-122
13
$63.4M 0.97%
666,553
-6,488
14
$62.8M 0.96%
926,553
-17,647
15
$62.3M 0.95%
482,539
-8,073
16
$60.4M 0.92%
658,424
-40,662
17
$59.2M 0.9%
851,581
+2,010
18
$58.3M 0.89%
654,993
+3,150
19
$56M 0.85%
1,115,898
-25,923
20
$55.6M 0.85%
667,796
-12,048
21
$55.4M 0.85%
708,464
-11,654
22
$53.9M 0.82%
577,299
-47,114
23
$52.3M 0.8%
1,075,528
-36,410
24
$52.3M 0.8%
1,296,568
-11,775
25
$52.1M 0.79%
649,640
-28,242
1
2 3 4 5