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
$6.19B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$79.4M
3
+$76M
4
SIVB
SVB Financial Group
SIVB
+$71M
5
DCI icon
Donaldson
DCI
+$67.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.48%
2 Technology 14.57%
3 Industrials 13.73%
4 Consumer Discretionary 12.38%
5 Healthcare 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$52.3M 0.84%
+1,179,359
27
$52.2M 0.84%
+3,686,312
28
$51.5M 0.83%
+599,304
29
$50.6M 0.82%
+969,506
30
$50.4M 0.81%
+833,574
31
$50.2M 0.81%
+1,142,975
32
$49.1M 0.79%
+909,777
33
$47.4M 0.76%
+779,955
34
$47M 0.76%
+844,048
35
$46.9M 0.76%
+745,492
36
$46.1M 0.74%
+203,856
37
$46M 0.74%
+833,291
38
$45.9M 0.74%
+2,841,033
39
$45.6M 0.74%
+1,887,192
40
$45.6M 0.74%
+3,487,832
41
$45.4M 0.73%
+496,702
42
$45.4M 0.73%
+2,236,280
43
$43.7M 0.71%
+1,744,184
44
$43.4M 0.7%
+601,857
45
$43.3M 0.7%
+398,420
46
$42.7M 0.69%
+494,259
47
$42.7M 0.69%
+618,531
48
$42.4M 0.68%
+700,245
49
$42.3M 0.68%
+1,238,380
50
$42.2M 0.68%
+1,301,932
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2
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