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BTW

Boston Trust Walden Portfolio holdings

AUM $12.2B
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
-0.88%
1 Year Est. Return
+12.45%
3 Year Est. Return
+44.66%
5 Year Est. Return
+68.67%
10 Year Est. Return
+295.88%
AUM
$12.2B
AUM Growth
-$1.09B
Cap. Flow
-$727M
Cap. Flow %
-5.98%
Top 10 Hldgs %
18.53%
Holding
400
New
17
Increased
78
Reduced
225
Closed
12

Top Buys

1
ON icon
ON Semiconductor
ON
+$54.7M
2
BALL icon
Ball Corp
BALL
+$34.1M
3
ESAB icon
ESAB
ESAB
+$27.8M
4
VLTO icon
Veralto
VLTO
+$26.9M
5
LIN icon
Linde
LIN
+$22.7M

Top Sells

1
TER icon
Teradyne
TER
+$116M
2
EXLS icon
EXL Service
EXLS
+$58.8M
3
CSGS
CSG Systems International
CSGS
+$52.7M
4
DCI icon
Donaldson
DCI
+$47.5M
5
AMAT icon
Applied Materials
AMAT
+$39.2M

Sector Composition

1 Technology 22.12%
2 Industrials 16.15%
3 Financials 14.82%
4 Healthcare 13.77%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TD icon
326
Toronto Dominion Bank
TD
$206B
$504K ﹤0.01%
5,400
– –
BSX icon
327
Boston Scientific
BSX
$64B
$487K ﹤0.01%
7,768
– –
SCHF icon
328
Schwab International Equity ETF
SCHF
$66.5B
$485K ﹤0.01%
19,583
– –
PLD icon
329
Prologis
PLD
$134B
$481K ﹤0.01%
3,638
– –
SHM icon
330
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$475K ﹤0.01%
9,934
+168
+2% +$8.1K
CVS icon
331
CVS Health
CVS
$135B
$475K ﹤0.01%
6,608
-7,805
-54% -$601K
MCHP icon
332
Microchip Technology
MCHP
$46.8B
$457K ﹤0.01%
7,075
– –
BNY
333
Bank of New York Mellon
BNY
$111B
$456K ﹤0.01%
3,844
– –
SUB icon
334
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$456K ﹤0.01%
4,281
– –
UL icon
335
Unilever
UL
$132B
$453K ﹤0.01%
7,949
-5
-0.1% -$335
TT icon
336
Trane Technologies
TT
$106B
$449K ﹤0.01%
1,077
-50
-4% -$21.2K
MDLZ icon
337
Mondelez International
MDLZ
$75.4B
$447K ﹤0.01%
7,753
+666
+9% +$38.6K
SHW icon
338
Sherwin-Williams
SHW
$82B
$444K ﹤0.01%
1,386
– –
IQV icon
339
IQVIA
IQV
$34.5B
$443K ﹤0.01%
+2,600
New +$507K
NVO
340
Novo Nordisk
NVO
$224B
$442K ﹤0.01%
12,036
– –
VYM icon
341
Vanguard High Dividend Yield ETF
VYM
$80B
$435K ﹤0.01%
2,935
– –
HIG icon
342
Hartford Financial Services
HIG
$36.9B
$433K ﹤0.01%
3,200
– –
ALV icon
343
Autoliv
ALV
$9.19B
$426K ﹤0.01%
4,050
– –
NOW icon
344
ServiceNow
NOW
$108B
$406K ﹤0.01%
3,885
+130
+3% +$15.3K
T icon
345
AT&T
T
$149B
$404K ﹤0.01%
13,948
-325
-2% -$8.68K
VCEB icon
346
Vanguard ESG US Corporate Bond ETF
VCEB
$1.19B
$402K ﹤0.01%
6,400
– –
VCSH icon
347
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$401K ﹤0.01%
5,062
+126
+3% +$10K
VNQ icon
348
Vanguard Real Estate ETF
VNQ
$38.8B
$401K ﹤0.01%
4,522
– –
CSL icon
349
Carlisle Companies
CSL
$13.9B
$400K ﹤0.01%
1,200
– –
MDY icon
350
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$398K ﹤0.01%
645
– –
12 13
14
15 16

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II
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