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
351
$343K ﹤0.01%
6,359
-1,521
352
$324K ﹤0.01%
7,773
353
$322K ﹤0.01%
3,400
354
$318K ﹤0.01%
7,430
-69
355
$314K ﹤0.01%
3,487
356
$309K ﹤0.01%
723
-148
357
$281K ﹤0.01%
2,412
358
$279K ﹤0.01%
+1,019
359
$277K ﹤0.01%
1,508
360
$261K ﹤0.01%
2,500
361
$260K ﹤0.01%
37,000
-210
362
$256K ﹤0.01%
9,391
363
$238K ﹤0.01%
3,016
364
$235K ﹤0.01%
1,710
365
$234K ﹤0.01%
2,250
366
$231K ﹤0.01%
4,587
367
$230K ﹤0.01%
7,905
-45
368
$225K ﹤0.01%
+1,569
369
$223K ﹤0.01%
+5,177
370
$218K ﹤0.01%
5,400
371
$217K ﹤0.01%
13,750
-14,700
372
$216K ﹤0.01%
15,000
+5,000
373
$216K ﹤0.01%
+1,585
374
$215K ﹤0.01%
5,083
-200
375
$208K ﹤0.01%
+1,313
12 13 14
15
16