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
251
$869K 0.01%
+15,000
252
$859K 0.01%
+16,425
253
$790K 0.01%
+12,950
254
$775K 0.01%
+12,548
255
$774K 0.01%
+12,253
256
$771K 0.01%
+14,806
257
$690K 0.01%
+15,150
258
$674K 0.01%
+4
259
$666K 0.01%
+14,700
260
$655K 0.01%
+10,925
261
$640K 0.01%
+18,342
262
$635K 0.01%
+8,234
263
$602K 0.01%
+13,465
264
$527K 0.01%
+7,200
265
$520K 0.01%
+9,080
266
$515K 0.01%
+24,450
267
$511K 0.01%
+8,950
268
$508K 0.01%
+12,859
269
$497K 0.01%
+15,854
270
$491K 0.01%
+12,000
271
$486K 0.01%
+5,400
272
$469K 0.01%
+64,400
273
$449K 0.01%
+6,325
274
$421K 0.01%
+7,200
275
$402K 0.01%
+3,927
9 10
11
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