BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.19B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$79.4M
3
+$76M
4
SIVB
SVB Financial Group
SIVB
+$71M
5
DCI icon
Donaldson
DCI
+$67.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.48%
2 Technology 14.57%
3 Industrials 13.73%
4 Consumer Discretionary 12.38%
5 Healthcare 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.37M 0.02%
+32,995
227
$1.34M 0.02%
+30,354
228
$1.3M 0.02%
+45,437
229
$1.29M 0.02%
+31,176
230
$1.21M 0.02%
+20,129
231
$1.19M 0.02%
+55,044
232
$1.19M 0.02%
+28,707
233
$1.14M 0.02%
+14,720
234
$1.11M 0.02%
+25,200
235
$1.1M 0.02%
+12,775
236
$1.1M 0.02%
+30,802
237
$1.1M 0.02%
+40,500
238
$1.05M 0.02%
+20,948
239
$1.02M 0.02%
+12,300
240
$1.02M 0.02%
+29,157
241
$998K 0.02%
+19,546
242
$997K 0.02%
+27,306
243
$955K 0.02%
+13,225
244
$944K 0.02%
+108,650
245
$940K 0.02%
+80,000
246
$907K 0.01%
+25,500
247
$907K 0.01%
+28,725
248
$890K 0.01%
+15,802
249
$889K 0.01%
+40,700
250
$871K 0.01%
+13,657
8 9
10
11 12