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
276
$1.77M 0.02%
74,639
-7,702
277
$1.76M 0.02%
35,120
-3,400
278
$1.72M 0.02%
62,680
+700
279
$1.68M 0.02%
7,760
280
$1.66M 0.02%
32,400
281
$1.61M 0.02%
4,225
-75
282
$1.54M 0.02%
6,551
-25
283
$1.52M 0.02%
13,909
-500
284
$1.51M 0.02%
10,455
285
$1.48M 0.02%
5,230
286
$1.43M 0.02%
10,848
-1,164
287
$1.42M 0.02%
6,014
-40
288
$1.32M 0.02%
25,165
-500
289
$1.31M 0.02%
16,020
-186
290
$1.28M 0.02%
11,568
-2,070
291
$1.22M 0.02%
27,470
+325
292
$1.21M 0.02%
14,550
293
$1.2M 0.02%
17,235
+225
294
$1.17M 0.02%
20,435
-525
295
$1.1M 0.02%
17,470
-800
296
$1.09M 0.01%
13,682
297
$1.09M 0.01%
20,300
-400
298
$1.06M 0.01%
5,059
-36
299
$985K 0.01%
5,271
300
$968K 0.01%
20,038
-375
10 11
12
13 14