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
$11.2B
AUM Growth
+$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$32.8M
3
+$30.3M
4
COLB icon
Columbia Banking Systems
COLB
+$22.7M
5
EBAY icon
eBay
EBAY
+$19.4M

Top Sells

1
+$52.2M
2
+$46.7M
3
+$38M
4
MMM icon
3M
MMM
+$33.9M
5
SBNY
Signature Bank
SBNY
+$28M

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
26
$92.3M 0.82%
812,813
+13,007
27
$91.5M 0.81%
737,709
+120,827
28
$89.5M 0.8%
679,586
+55,075
29
$87.9M 0.78%
460,535
-1,940
30
$86.5M 0.77%
773,297
+1,778
31
$85.3M 0.76%
436,520
+5,736
32
$84.8M 0.75%
572,514
-10,130
33
$83.2M 0.74%
574,714
-31,258
34
$80.8M 0.72%
170,214
+69,210
35
$78.1M 0.69%
232,571
+7,687
36
$76.8M 0.68%
775,204
+33,452
37
$76.5M 0.68%
953,504
-29,862
38
$76M 0.68%
1,434,764
+53,741
39
$72.9M 0.65%
3,012,425
+181,396
40
$72.3M 0.64%
582,523
+22,226
41
$71.3M 0.63%
690,907
+22,217
42
$69.3M 0.62%
594,031
+30,968
43
$67.3M 0.6%
407,240
-3,401
44
$66.1M 0.59%
334,455
+3,264
45
$65.1M 0.58%
837,295
+13,977
46
$64.7M 0.58%
544,480
+150,861
47
$63.7M 0.57%
180,538
-635
48
$62.8M 0.56%
466,398
+51,426
49
$62.6M 0.56%
289,199
+14,694
50
$62M 0.55%
508,040
-740
1
2
3 4 5