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
$7.26B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.7M
3
+$11.3M
4
MANH icon
Manhattan Associates
MANH
+$7.44M
5
CSGS icon
CSG Systems International
CSGS
+$7.06M

Top Sells

1
+$18M
2
+$17.5M
3
+$17.1M
4
WEX icon
WEX
WEX
+$13M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.86M

Sector Composition

1 Financials 18.19%
2 Healthcare 16.39%
3 Technology 16.2%
4 Industrials 14.06%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$228M 3.14%
4,036,960
-20,828
2
$203M 2.8%
1,777,346
-677
3
$159M 2.19%
2,667,420
-7,280
4
$128M 1.77%
1,136,448
+1,250
5
$127M 1.75%
498,389
-2,829
6
$119M 1.64%
506,723
-2,317
7
$115M 1.59%
769,234
-1,853
8
$114M 1.57%
668,795
-3,100
9
$113M 1.55%
816,309
+2,924
10
$105M 1.44%
693,645
-2,647
11
$103M 1.41%
952,694
-14,616
12
$98.2M 1.35%
557,549
+21,309
13
$97.6M 1.34%
1,151,839
-11,052
14
$92.6M 1.28%
1,589,313
-4,201
15
$92.3M 1.27%
566,560
+103
16
$85.8M 1.18%
322,440
+110
17
$85.2M 1.17%
625,397
+4,420
18
$84.8M 1.17%
1,644,049
+5,260
19
$82.9M 1.14%
1,570,052
+2,500
20
$77.1M 1.06%
2,176,830
+52,695
21
$76.9M 1.06%
1,581,470
+1,490
22
$75.8M 1.04%
537,090
-887
23
$75.6M 1.04%
762,565
-5,627
24
$70.3M 0.97%
395,536
-1,155
25
$69.3M 0.96%
519,029
+4,898
1
2 3 4 5