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
326
$566K 0.01%
18,830
+320
327
$559K 0.01%
3,500
-200
328
$540K 0.01%
3,432
329
$519K 0.01%
5,501
330
$513K 0.01%
17,254
-884
331
$499K 0.01%
5,325
-18,060
332
$491K 0.01%
10,700
-1,200
333
$487K 0.01%
7,788
-1,330
334
$465K 0.01%
8,500
-400
335
$461K 0.01%
12,002
336
$460K 0.01%
8,900
337
$450K 0.01%
2,800
+550
338
$444K 0.01%
13,671
-3,555
339
$442K 0.01%
13,330
340
$419K 0.01%
4,727
341
$413K 0.01%
2,153
-25
342
$406K 0.01%
1,506
343
$401K 0.01%
15,330
-70
344
$401K 0.01%
71,771
345
$396K 0.01%
3,355
-10
346
$379K 0.01%
4,662
347
$379K 0.01%
7,543
-435
348
$361K ﹤0.01%
8,694
+114
349
$357K ﹤0.01%
6,630
-426
350
$348K ﹤0.01%
4,750
12 13
14
15 16