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
SOLV icon
376
Solventum
SOLV
$12.9B
$220K ﹤0.01%
2,774
-317
FSLR icon
377
First Solar
FSLR
$21.2B
$218K ﹤0.01%
+835
VCIT icon
378
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.9B
$216K ﹤0.01%
2,577
-1,483
AIG icon
379
American International
AIG
$43.2B
$214K ﹤0.01%
2,500
-1,000
GSLC icon
380
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.7B
$211K ﹤0.01%
1,593
-75
VFC icon
381
VF Corp
VFC
$7.6B
$211K ﹤0.01%
11,660
BIP icon
382
Brookfield Infrastructure Partners
BIP
$18.1B
$210K ﹤0.01%
+6,050
ROK icon
383
Rockwell Automation
ROK
$45.8B
$209K ﹤0.01%
+538
VTEB icon
384
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44B
– –
-4,305
ZBRA icon
385
Zebra Technologies
ZBRA
$11B
– –
-173,366
LH icon
386
Labcorp
LH
$23.8B
– –
-900
LPLA icon
387
LPL Financial
LPLA
$24B
– –
-680
MUB icon
388
iShares National Muni Bond ETF
MUB
$43.1B
– –
-3,760
PPG icon
389
PPG Industries
PPG
$27.6B
– –
-5,580
AGG icon
390
iShares Core US Aggregate Bond ETF
AGG
$141B
– –
-2,019
AMAL icon
391
Amalgamated Financial
AMAL
$1.15B
– –
-536,161
AMCR icon
392
Amcor
AMCR
$22.4B
– –
-27,254
ANET icon
393
Arista Networks
ANET
$168B
– –
-1,522
CLX icon
394
Clorox
CLX
$15.4B
– –
-3,048
DORM icon
395
Dorman Products
DORM
$3.6B
– –
-1,300
EVR icon
396
Evercore
EVR
$11.9B
– –
-35,729
FLO icon
397
Flowers Foods
FLO
$2.09B
– –
-1,847,350
GSIE icon
398
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.5B
– –
-4,984
K
399
DELISTED
Kellanova
K
– –
-2,700
TDC icon
400
Teradata
TDC
$2.93B
– –
-1,433,098
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