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
351
$323K ﹤0.01%
5,400
352
$323K ﹤0.01%
10,053
353
$321K ﹤0.01%
21,500
354
$303K ﹤0.01%
5,677
355
$295K ﹤0.01%
3,600
356
$293K ﹤0.01%
1,200
357
$291K ﹤0.01%
632
358
$282K ﹤0.01%
8,716
+612
359
$271K ﹤0.01%
929
360
$268K ﹤0.01%
+3,253
361
$263K ﹤0.01%
1,775
362
$263K ﹤0.01%
5,102
-7,834
363
$262K ﹤0.01%
+3,494
364
$261K ﹤0.01%
3,530
+100
365
$256K ﹤0.01%
5,065
+58
366
$256K ﹤0.01%
7,845
367
$254K ﹤0.01%
+941
368
$244K ﹤0.01%
1,743
369
$242K ﹤0.01%
1,200
370
$234K ﹤0.01%
1,143
371
$231K ﹤0.01%
1,208
372
$231K ﹤0.01%
1,491
+76
373
$230K ﹤0.01%
+1,200
374
$225K ﹤0.01%
+2,206
375
$223K ﹤0.01%
+4,350
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15
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