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
251
$3.56M 0.05%
24,965
+3,550
252
$3.53M 0.05%
41,475
+6,361
253
$3.52M 0.05%
46,575
254
$3.46M 0.05%
86,280
-50
255
$3.43M 0.05%
181,655
+22,510
256
$3.31M 0.05%
+103,836
257
$3.11M 0.04%
32,653
-700
258
$3M 0.04%
112,717
+10,255
259
$2.97M 0.04%
33,200
260
$2.95M 0.04%
55,841
-1,925
261
$2.81M 0.04%
54,340
-5,235
262
$2.68M 0.04%
48,337
263
$2.56M 0.03%
39,439
+33,193
264
$2.52M 0.03%
13,840
+1,000
265
$2.42M 0.03%
102,600
-10,600
266
$2.36M 0.03%
103,120
-2,150
267
$2.29M 0.03%
48,955
-2,000
268
$2.26M 0.03%
11,899
-3,949
269
$2.19M 0.03%
27,109
-52
270
$2.13M 0.03%
15,791
-2,101
271
$2.06M 0.03%
93,710
+675
272
$2.02M 0.03%
7,590
273
$2M 0.03%
24,674
-1,680
274
$1.89M 0.03%
21,055
+325
275
$1.79M 0.02%
20,080
9 10
11
12 13