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
251
$2.91M 0.03%
35,352
+186
252
$2.7M 0.02%
49,816
+3,750
253
$2.65M 0.02%
38,280
-58,340
254
$2.51M 0.02%
35,195
255
$2.43M 0.02%
58,863
+27,409
256
$2.3M 0.02%
6,295
+209
257
$2.28M 0.02%
32,400
258
$2.26M 0.02%
15,800
-125
259
$2.16M 0.02%
5,271
+245
260
$2.08M 0.02%
36,750
-7,435
261
$2.05M 0.02%
4,794
-692
262
$1.99M 0.02%
24,074
-400
263
$1.98M 0.02%
34,606
264
$1.8M 0.02%
85,000
-67,305
265
$1.75M 0.02%
7,225
266
$1.73M 0.02%
23,646
+3,214
267
$1.73M 0.02%
18,186
-914
268
$1.67M 0.01%
4
269
$1.6M 0.01%
7,201
+1,670
270
$1.52M 0.01%
19,217
271
$1.47M 0.01%
21,900
272
$1.45M 0.01%
5,446
273
$1.33M 0.01%
60,999
+1,389
274
$1.3M 0.01%
42,000
275
$1.29M 0.01%
5,419
+475
9 10
11
12 13