BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$33.1M
3
+$29.2M
4
COLB icon
Columbia Banking Systems
COLB
+$25M
5
CVCO icon
Cavco Industries
CVCO
+$19M

Top Sells

1
+$52.2M
2
+$42.9M
3
+$40.5M
4
MMM icon
3M
MMM
+$34.1M
5
SBNY
Signature Bank
SBNY
+$27.7M

Sector Composition

1 Technology 19.74%
2 Financials 16.42%
3 Healthcare 14.76%
4 Industrials 14.05%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.42M 0.06%
55,402
+49
227
$6.19M 0.06%
17,849
-680
228
$6.19M 0.06%
95,728
-1,579
229
$6.16M 0.05%
101,114
+36,925
230
$6.14M 0.05%
15,280
+1,730
231
$6.03M 0.05%
34,524
+5,565
232
$5.95M 0.05%
33,050
+5,865
233
$5.85M 0.05%
43,815
-16,420
234
$5.59M 0.05%
32,480
-13,840
235
$5.58M 0.05%
66,811
+58,485
236
$5.45M 0.05%
29,932
-335
237
$5.42M 0.05%
158,530
-1,540
238
$5.35M 0.05%
18,493
239
$5.03M 0.04%
24,506
-308
240
$4.81M 0.04%
34,255
241
$4.72M 0.04%
46,575
242
$4.64M 0.04%
79,491
-210
243
$4.45M 0.04%
14,780
+6,050
244
$4.34M 0.04%
21,065
+2,050
245
$4.15M 0.04%
42,475
246
$4.15M 0.04%
31,450
+12,650
247
$3.72M 0.03%
35,285
+810
248
$3.61M 0.03%
83,130
249
$3.37M 0.03%
86,074
-267
250
$2.97M 0.03%
26,386
+299
8 9
10
11 12