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
$13.2B
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$41.3M
3
+$40.4M
4
CVLT icon
Commault Systems
CVLT
+$34.6M
5
BMI icon
Badger Meter
BMI
+$32M

Top Sells

1
+$51.5M
2
+$32.3M
3
+$31M
4
TDC icon
Teradata
TDC
+$30.8M
5
TER icon
Teradyne
TER
+$27.4M

Sector Composition

1 Technology 24.85%
2 Industrials 15.21%
3 Financials 14.88%
4 Healthcare 13.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYL icon
276
Xylem
XYL
$31.6B
$1.03M 0.01%
7,542
+3,810
IWB icon
277
iShares Russell 1000 ETF
IWB
$46.3B
$1.01M 0.01%
2,705
IJR icon
278
iShares Core S&P Small-Cap ETF
IJR
$95.7B
$1.01M 0.01%
8,390
+1,000
ITOT icon
279
iShares Core S&P Total US Stock Market ETF
ITOT
$82.3B
$991K 0.01%
6,667
STT icon
280
State Street
STT
$35.9B
$983K 0.01%
7,621
VIG icon
281
Vanguard Dividend Appreciation ETF
VIG
$105B
$973K 0.01%
4,426
DIS icon
282
Walt Disney
DIS
$188B
$966K 0.01%
8,490
-15
NOC icon
283
Northrop Grumman
NOC
$103B
$951K 0.01%
1,668
IBM icon
284
IBM
IBM
$225B
$951K 0.01%
3,210
GIS icon
285
General Mills
GIS
$24.1B
$941K 0.01%
20,230
-795
KMB icon
286
Kimberly-Clark
KMB
$37B
$937K 0.01%
9,292
-235
INTC icon
287
Intel
INTC
$228B
$917K 0.01%
24,841
RSP icon
288
Invesco S&P 500 Equal Weight ETF
RSP
$89.2B
$911K 0.01%
4,754
-196
XLK icon
289
State Street Technology Select Sector SPDR ETF
XLK
$87.5B
$907K 0.01%
6,302
-578
PSX icon
290
Phillips 66
PSX
$62.2B
$885K 0.01%
6,860
DFAC icon
291
Dimensional US Core Equity 2 ETF
DFAC
$42B
$853K 0.01%
21,537
SCHW icon
292
Charles Schwab
SCHW
$169B
$841K 0.01%
8,420
-250
CRM icon
293
Salesforce
CRM
$183B
$827K 0.01%
3,122
FIX icon
294
Comfort Systems
FIX
$50.3B
$817K 0.01%
875
BF.A icon
295
Brown-Forman Class A
BF.A
$13.6B
$800K 0.01%
30,400
GEV icon
296
GE Vernova
GEV
$235B
$753K 0.01%
1,152
-87
LHX icon
297
L3Harris
LHX
$68.1B
$750K 0.01%
2,555
QUAL icon
298
iShares MSCI USA Quality Factor ETF
QUAL
$50.3B
$744K 0.01%
3,748
-254
BSX icon
299
Boston Scientific
BSX
$114B
$741K 0.01%
7,768
-25
HCA icon
300
HCA Healthcare
HCA
$118B
$739K 0.01%
1,583
-100
10 11
12
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