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
$14.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$80.3M
3
+$53.4M
4
ACLS icon
Axcelis
ACLS
+$53.1M
5
MTDR icon
Matador Resources
MTDR
+$51.8M

Top Sells

1
+$101M
2
+$67.4M
3
+$54.8M
4
FIX icon
Comfort Systems
FIX
+$38.6M
5
SFM icon
Sprouts Farmers Market
SFM
+$36M

Sector Composition

1 Technology 23.94%
2 Financials 14.98%
3 Healthcare 14.82%
4 Industrials 13.9%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$558M 3.88%
1,296,836
-10,226
2
$456M 3.17%
1,955,402
-34,558
3
$233M 1.62%
1,402,505
-91,082
4
$232M 1.62%
1,449,817
-18,484
5
$220M 1.53%
1,041,003
-10,774
6
$218M 1.51%
615,311
-2,229
7
$211M 1.47%
1,264,739
-20,374
8
$195M 1.36%
2,652,557
-148,860
9
$187M 1.3%
681,238
+126
10
$177M 1.23%
1,093,709
+69,028
11
$172M 1.2%
294,170
-2,550
12
$170M 1.18%
471,919
-66,093
13
$145M 1.01%
525,612
-6,430
14
$140M 0.98%
158,355
-5,605
15
$138M 0.96%
1,253,815
+19,038
16
$136M 0.95%
296,329
+25,294
17
$134M 0.93%
787,796
+9,511
18
$132M 0.92%
1,963,184
-3,512
19
$132M 0.92%
220,067
-1,373
20
$129M 0.9%
448,235
-1,266
21
$129M 0.89%
575,955
-54,960
22
$128M 0.89%
299,138
-42,440
23
$128M 0.89%
3,345,806
-414,917
24
$125M 0.87%
505,898
-26,448
25
$122M 0.85%
940,096
-1,464
1
2 3 4 5