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
$7.35B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$20.7M
3
+$16.7M
4
DCI icon
Donaldson
DCI
+$16.4M
5
FHB icon
First Hawaiian
FHB
+$16.1M

Top Sells

1
+$18.2M
2
+$16.5M
3
+$15.8M
4
WAT icon
Waters Corp
WAT
+$13.1M
5
TECH icon
Bio-Techne
TECH
+$11.4M

Sector Composition

1 Financials 17.67%
2 Technology 16.3%
3 Healthcare 16.01%
4 Industrials 13.66%
5 Consumer Staples 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.34M 0.07%
92,321
-6,919
227
$5.3M 0.07%
99,526
-1,200
228
$5.17M 0.07%
87,376
+4,235
229
$5.16M 0.07%
64,242
+5,975
230
$5.06M 0.07%
195,450
-2,625
231
$4.97M 0.07%
28,130
-155
232
$4.82M 0.07%
60,249
+7,914
233
$4.75M 0.06%
35,730
+3,975
234
$4.72M 0.06%
47,385
+6,525
235
$4.62M 0.06%
53,207
+270
236
$4.54M 0.06%
90,641
+2,926
237
$4.43M 0.06%
42,495
+4,670
238
$4.28M 0.06%
35,969
+4,125
239
$4.26M 0.06%
169,644
-329,451
240
$4.07M 0.06%
50,985
-776
241
$4.07M 0.06%
35,205
-510
242
$4.05M 0.06%
26,472
-107,778
243
$4.01M 0.05%
32,389
+225
244
$3.96M 0.05%
98,296
-3,026
245
$3.84M 0.05%
221,775
+6,927
246
$3.81M 0.05%
37,303
+2,749
247
$3.8M 0.05%
55,173
-11,760
248
$3.69M 0.05%
36,630
+32,830
249
$3.66M 0.05%
30,795
+4,250
250
$3.65M 0.05%
18,997
-301
8 9
10
11 12