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
$7.41B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$28.4M
3
+$26.9M
4
HMSY
HMS Holdings Corp.
HMSY
+$19.7M
5
MIDD icon
Middleby
MIDD
+$18.1M

Top Sells

1
+$26.4M
2
+$21.5M
3
+$20.1M
4
CBSH icon
Commerce Bancshares
CBSH
+$16.1M
5
BKNG icon
Booking.com
BKNG
+$15.1M

Sector Composition

1 Technology 19.79%
2 Healthcare 15.68%
3 Industrials 14.62%
4 Financials 13.46%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$305M 4.12%
1,497,893
-41,938
2
$290M 3.92%
3,180,656
-128,820
3
$178M 2.4%
2,519,000
-61,920
4
$133M 1.8%
621,194
-14,185
5
$121M 1.63%
626,198
-21,149
6
$121M 1.63%
397,626
-7,782
7
$103M 1.39%
692,097
-5,489
8
$98.1M 1.32%
1,000,160
-28,508
9
$97.6M 1.32%
2,097,828
+88,686
10
$92.3M 1.25%
395,272
-11,705
11
$89M 1.2%
633,038
-6,481
12
$84.8M 1.14%
901,380
-22,622
13
$82M 1.11%
277,935
-10,105
14
$80.9M 1.09%
971,833
-12,218
15
$80.4M 1.09%
475,633
-30,619
16
$76.7M 1.04%
684,598
-6,596
17
$75.5M 1.02%
570,522
-9,559
18
$75.2M 1.02%
430,233
-22,270
19
$74.9M 1.01%
1,922,143
-32,278
20
$73.8M 1%
409,621
-2,871
21
$73.2M 0.99%
1,324,027
-61,415
22
$68.5M 0.93%
546,664
+4,598
23
$65.6M 0.89%
1,189,940
+155,024
24
$62.5M 0.84%
479,281
-34,292
25
$60.7M 0.82%
1,301,109
-12,229
1
2 3 4 5