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
326
$515K ﹤0.01%
+2,200
327
$514K ﹤0.01%
+25,000
328
$504K ﹤0.01%
10,377
+75
329
$502K ﹤0.01%
+16,586
330
$500K ﹤0.01%
1,714
331
$499K ﹤0.01%
1,833
+399
332
$494K ﹤0.01%
71,700
+6,000
333
$480K ﹤0.01%
1,354
+77
334
$444K ﹤0.01%
5,430
-50
335
$438K ﹤0.01%
4,225
336
$434K ﹤0.01%
10,150
337
$428K ﹤0.01%
+9,250
338
$412K ﹤0.01%
5,500
339
$385K ﹤0.01%
1,555
340
$384K ﹤0.01%
5,270
341
$368K ﹤0.01%
1,913
+600
342
$367K ﹤0.01%
6,071
343
$367K ﹤0.01%
8,093
344
$362K ﹤0.01%
3,016
345
$356K ﹤0.01%
3,608
346
$352K ﹤0.01%
11,000
347
$351K ﹤0.01%
1,437
348
$333K ﹤0.01%
+10,072
349
$331K ﹤0.01%
2,210
350
$323K ﹤0.01%
+3,818
12 13
14
15 16