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
$11.2B
AUM Growth
+$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$32.8M
3
+$30.3M
4
COLB icon
Columbia Banking Systems
COLB
+$22.7M
5
EBAY icon
eBay
EBAY
+$19.4M

Top Sells

1
+$52.2M
2
+$46.7M
3
+$38M
4
MMM icon
3M
MMM
+$33.9M
5
SBNY
Signature Bank
SBNY
+$28M

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
276
$1.25M 0.01%
7,847
+1,675
277
$1.2M 0.01%
15,950
278
$1.18M 0.01%
17,585
-300
279
$1.15M 0.01%
14,010
280
$1.14M 0.01%
2,652
281
$1.13M 0.01%
20,348
282
$1.1M 0.01%
12,870
-500
283
$1.06M 0.01%
15,075
284
$1.02M 0.01%
4,497
+330
285
$991K 0.01%
4,318
286
$966K 0.01%
6,893
-403
287
$952K 0.01%
3,100
288
$927K 0.01%
3,868
289
$901K 0.01%
3,150
290
$894K 0.01%
15,921
+1,530
291
$891K 0.01%
13,288
+110
292
$877K 0.01%
8,951
+620
293
$869K 0.01%
3,790
+185
294
$829K 0.01%
13,278
-100
295
$816K 0.01%
16,853
+1,585
296
$789K 0.01%
9,600
-168
297
$782K 0.01%
8,643
+810
298
$777K 0.01%
2,709
+1,634
299
$759K 0.01%
18,130
+250
300
$757K 0.01%
3,500
10 11
12
13 14