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
26
$72.1M 0.98%
773,946
+24,227
27
$64.8M 0.88%
912,769
+43,338
28
$64.7M 0.88%
548,786
+31,953
29
$61.7M 0.84%
829,768
+34,485
30
$60.5M 0.82%
553,070
+16,547
31
$59.9M 0.82%
662,204
+43,050
32
$59.8M 0.81%
237,509
-52,009
33
$56.4M 0.77%
504,847
+23,033
34
$51.9M 0.71%
604,691
-7,966
35
$51.9M 0.71%
778,239
+43,907
36
$51.6M 0.7%
650,093
+14,745
37
$50.9M 0.69%
762,395
+385,909
38
$49.7M 0.68%
697,737
-79,349
39
$49.6M 0.68%
247,084
+1,145
40
$48.9M 0.67%
670,059
+25,175
41
$48.8M 0.66%
575,826
+30,640
42
$47.7M 0.65%
422,635
+45,740
43
$47M 0.64%
339,552
-33,026
44
$43.4M 0.59%
432,998
+14,824
45
$43.1M 0.59%
925,967
+101,992
46
$41.7M 0.57%
496,697
+8,138
47
$41.6M 0.57%
467,827
+436
48
$41.5M 0.57%
630,606
+43,766
49
$41.2M 0.56%
601,779
+24,314
50
$41.2M 0.56%
452,152
+10,958
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