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
276
$396K 0.01%
+8,708
277
$388K 0.01%
+4,708
278
$384K 0.01%
+15,150
279
$374K 0.01%
+4,500
280
$369K 0.01%
+7,410
281
$366K 0.01%
+8,300
282
$349K 0.01%
+6,630
283
$335K 0.01%
+4,498
284
$321K 0.01%
+4,675
285
$318K 0.01%
+4,840
286
$318K 0.01%
+8,450
287
$314K 0.01%
+4,957
288
$313K 0.01%
+5,130
289
$312K 0.01%
+4,126
290
$307K 0.01%
+3,625
291
$303K ﹤0.01%
+4,175
292
$295K ﹤0.01%
+7,500
293
$287K ﹤0.01%
+6,400
294
$286K ﹤0.01%
+2,900
295
$284K ﹤0.01%
+4,314
296
$277K ﹤0.01%
+13,600
297
$265K ﹤0.01%
+2,775
298
$263K ﹤0.01%
+6,600
299
$251K ﹤0.01%
+6,400
300
$249K ﹤0.01%
+6,630
9 10 11
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