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
376
$222K ﹤0.01%
+2,423
377
$218K ﹤0.01%
+699
378
$216K ﹤0.01%
+19,000
379
$214K ﹤0.01%
1,500
380
$213K ﹤0.01%
1,379
-5,225
381
$211K ﹤0.01%
2,336
-53
382
$211K ﹤0.01%
3,400
383
$210K ﹤0.01%
+2,050
384
$209K ﹤0.01%
425
385
$204K ﹤0.01%
+3,220
386
– –
-4,322
387
– –
-324,175
388
– –
-43,480
389
– –
-375,070
390
– –
-115,495
391
– –
-653,969
392
– –
-9,225
393
– –
-13,123
12 13 14 15
16