BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
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
+$33.2M
2
+$33.1M
3
+$29.2M
4
COLB icon
Columbia Banking Systems
COLB
+$25M
5
CVCO icon
Cavco Industries
CVCO
+$19M

Top Sells

1
+$52.2M
2
+$42.9M
3
+$40.5M
4
MMM icon
3M
MMM
+$34.1M
5
SBNY
Signature Bank
SBNY
+$27.7M

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
301
$757K 0.01%
3,500
302
$755K 0.01%
1,606
+220
303
$740K 0.01%
15,510
304
$737K 0.01%
12,175
+3,275
305
$726K 0.01%
1,300
306
$696K 0.01%
14,802
+1,500
307
$681K 0.01%
10,346
308
$678K 0.01%
3,880
+1,950
309
$662K 0.01%
9,800
310
$655K 0.01%
2,705
311
$651K 0.01%
9,363
+1,710
312
$645K 0.01%
6,967
+2,400
313
$633K 0.01%
9,725
314
$628K 0.01%
5,878
+3,800
315
$619K 0.01%
+22,937
316
$602K 0.01%
4,527
317
$598K 0.01%
11,362
318
$574K 0.01%
4,856
-2,000
319
$553K ﹤0.01%
10,700
320
$547K ﹤0.01%
625
321
$547K ﹤0.01%
1,506
322
$521K ﹤0.01%
9,159
+1,486
323
$521K ﹤0.01%
1,033
324
$517K ﹤0.01%
6,421
325
$517K ﹤0.01%
6,247
11 12
13
14 15