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
$13.2B
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$41.3M
3
+$40.4M
4
CVLT icon
Commault Systems
CVLT
+$34.6M
5
BMI icon
Badger Meter
BMI
+$32M

Top Sells

1
+$51.5M
2
+$32.3M
3
+$31M
4
TDC icon
Teradata
TDC
+$30.8M
5
TER icon
Teradyne
TER
+$27.4M

Sector Composition

1 Technology 24.85%
2 Industrials 15.21%
3 Financials 14.88%
4 Healthcare 13.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
326
Schwab International Equity ETF
SCHF
$62.7B
$471K ﹤0.01%
19,583
SHM icon
327
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.52B
$469K ﹤0.01%
9,766
-1,285
JEF icon
328
Jefferies Financial Group
JEF
$9.18B
$465K ﹤0.01%
7,500
PLD icon
329
Prologis
PLD
$133B
$464K ﹤0.01%
3,638
SUB icon
330
iShares Short-Term National Muni Bond ETF
SUB
$10.9B
$457K ﹤0.01%
4,281
MCHP icon
331
Microchip Technology
MCHP
$40.4B
$451K ﹤0.01%
7,075
SHW icon
332
Sherwin-Williams
SHW
$89.8B
$449K ﹤0.01%
1,386
BK icon
333
Bank of New York Mellon
BK
$82B
$446K ﹤0.01%
3,844
-50
IEMG icon
334
iShares Core MSCI Emerging Markets ETF
IEMG
$148B
$443K ﹤0.01%
6,589
-878
HIG icon
335
Hartford Financial Services
HIG
$39B
$441K ﹤0.01%
3,200
TT icon
336
Trane Technologies
TT
$102B
$439K ﹤0.01%
1,127
VYM icon
337
Vanguard High Dividend Yield ETF
VYM
$74.6B
$421K ﹤0.01%
2,935
VCEB icon
338
Vanguard ESG US Corporate Bond ETF
VCEB
$1.05B
$407K ﹤0.01%
6,400
VNQ icon
339
Vanguard Real Estate ETF
VNQ
$36.8B
$400K ﹤0.01%
4,522
-243
PANW icon
340
Palo Alto Networks
PANW
$122B
$395K ﹤0.01%
2,143
VCSH icon
341
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.9B
$394K ﹤0.01%
4,936
+375
MDY icon
342
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
$389K ﹤0.01%
645
VGT icon
343
Vanguard Information Technology ETF
VGT
$109B
$388K ﹤0.01%
515
BF.B icon
344
Brown-Forman Class B
BF.B
$13.4B
$387K ﹤0.01%
14,837
-120
CSL icon
345
Carlisle Companies
CSL
$16.1B
$384K ﹤0.01%
1,200
MDLZ icon
346
Mondelez International
MDLZ
$78.9B
$381K ﹤0.01%
7,087
-3,230
DUK icon
347
Duke Energy
DUK
$102B
$369K ﹤0.01%
3,150
-68
IJH icon
348
iShares Core S&P Mid-Cap ETF
IJH
$112B
$362K ﹤0.01%
5,490
BN icon
349
Brookfield
BN
$98.4B
$359K ﹤0.01%
7,821
T icon
350
AT&T
T
$196B
$355K ﹤0.01%
14,273
-294
12 13
14
15 16