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
301
$920K 0.01%
16,940
+160
302
$904K 0.01%
3
303
$871K 0.01%
18,032
-2,408
304
$858K 0.01%
23,622
+298
305
$856K 0.01%
31,030
-2,100
306
$855K 0.01%
5,129
-4,978
307
$836K 0.01%
15,852
-1,200
308
$818K 0.01%
16,435
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309
$802K 0.01%
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310
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16,737
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311
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312
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19,086
-3,318
313
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16,422
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314
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8,376
315
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5,580
-50
316
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2,461
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317
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3,925
318
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319
$657K 0.01%
11,391
-40
320
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45,700
321
$648K 0.01%
12,987
-60,211
322
$644K 0.01%
17,010
323
$634K 0.01%
5,887
324
$595K 0.01%
1,450
325
$577K 0.01%
7,185
+40
11 12
13
14 15