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
$6.29B
AUM Growth
-$974M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$16.8M
3
+$13M
4
ACC
American Campus Communities, Inc.
ACC
+$12.1M
5
PINC icon
Premier
PINC
+$9.2M

Top Sells

1
+$29.2M
2
+$16.5M
3
+$10.1M
4
HMN icon
Horace Mann Educators
HMN
+$8.41M
5
HAE icon
Haemonetics
HAE
+$6.8M

Sector Composition

1 Financials 18.05%
2 Healthcare 16.64%
3 Technology 15.68%
4 Industrials 13.14%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$177M 2.81%
1,738,518
-38,828
2
$157M 2.5%
3,977,616
-59,344
3
$138M 2.2%
2,664,340
-3,080
4
$111M 1.77%
1,137,843
+1,395
5
$106M 1.68%
481,744
-16,645
6
$105M 1.67%
811,087
-5,222
7
$100M 1.59%
491,938
-14,785
8
$98.9M 1.57%
749,268
-19,966
9
$93.8M 1.49%
664,951
-3,844
10
$89.8M 1.43%
684,634
-9,011
11
$89.6M 1.43%
952,513
-181
12
$87.9M 1.4%
551,934
-5,615
13
$84.2M 1.34%
1,135,278
-16,561
14
$79.4M 1.26%
318,631
-3,809
15
$77.7M 1.24%
562,462
-4,098
16
$73.2M 1.17%
626,325
+928
17
$72.7M 1.16%
2,136,125
-40,705
18
$71.5M 1.14%
1,584,584
-59,465
19
$70.7M 1.13%
1,547,527
-22,525
20
$69.6M 1.11%
1,604,801
+15,488
21
$67.2M 1.07%
530,561
-6,529
22
$66.8M 1.06%
1,542,720
-38,750
23
$63.4M 1.01%
573,881
+4,207
24
$62.4M 0.99%
749,719
-12,846
25
$61M 0.97%
388,876
-6,660
1
2 3 4 5