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
301
$246K ﹤0.01%
+6,265
302
$240K ﹤0.01%
+3,029
303
$239K ﹤0.01%
+5,900
304
$225K ﹤0.01%
+1,000
305
$225K ﹤0.01%
+4,920
306
$215K ﹤0.01%
+1,000
307
$207K ﹤0.01%
+2,506
308
$206K ﹤0.01%
+3,300
309
$202K ﹤0.01%
+5,929
310
$200K ﹤0.01%
+3,400
311
$191K ﹤0.01%
+14,330
312
$87K ﹤0.01%
+10,000
9 10 11 12
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