BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.82B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.3M
3
+$14.2M
4
MD icon
Pediatrix Medical
MD
+$13.5M
5
CRL icon
Charles River Laboratories
CRL
+$13.3M

Top Sells

1
+$62.1M
2
+$18M
3
+$14.8M
4
UI icon
Ubiquiti
UI
+$13.1M
5
EGBN icon
Eagle Bancorp
EGBN
+$11.4M

Sector Composition

1 Financials 19.36%
2 Healthcare 15.63%
3 Technology 15.4%
4 Industrials 13.63%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$174M 2.55%
4,113,916
+61,924
2
$156M 2.29%
1,824,605
-6,969
3
$139M 2.04%
2,653,940
+37,240
4
$121M 1.78%
1,132,902
+21,339
5
$113M 1.66%
810,344
+5,772
6
$112M 1.64%
537,251
+70,478
7
$109M 1.59%
551,620
-4,149
8
$106M 1.55%
690,980
-3,392
9
$96.1M 1.41%
516,412
-2,475
10
$92.9M 1.36%
556,593
-4,767
11
$90.8M 1.33%
2,268,372
+7,810
12
$89.4M 1.31%
619,808
+5,528
13
$89.3M 1.31%
783,579
-1,093
14
$85.1M 1.25%
986,274
+38,201
15
$81.9M 1.2%
1,528,230
+2,420
16
$81.8M 1.2%
697,884
-4,849
17
$78.6M 1.15%
1,661,875
+16,453
18
$77.3M 1.13%
576,317
-1,735
19
$74.2M 1.09%
1,185,503
-26,266
20
$71.2M 1.04%
323,084
+850
21
$68.2M 1%
503,745
+4,056
22
$65.7M 0.96%
1,716,207
+188,145
23
$65M 0.95%
541,702
-3,876
24
$63.9M 0.94%
795,672
-17,095
25
$63.7M 0.93%
411,536
-16,071
1
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