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
51
$42.1M 0.68%
+1,369,758
52
$41.4M 0.67%
+418,528
53
$41.3M 0.67%
+366,906
54
$41.2M 0.66%
+1,087,393
55
$40.4M 0.65%
+1,710,909
56
$40.2M 0.65%
+701,106
57
$39.6M 0.64%
+587,380
58
$39M 0.63%
+944,454
59
$38.5M 0.62%
+1,228,604
60
$38.2M 0.62%
+1,840,212
61
$37.8M 0.61%
+833,358
62
$37.7M 0.61%
+921,473
63
$37.4M 0.6%
+514,925
64
$37.2M 0.6%
+1,104,128
65
$36.5M 0.59%
+1,053,742
66
$36.2M 0.58%
+985,626
67
$36.1M 0.58%
+383,302
68
$35.9M 0.58%
+491,706
69
$35.7M 0.58%
+783,192
70
$35.7M 0.58%
+1,050,881
71
$35.7M 0.58%
+3,389,869
72
$35.5M 0.57%
+637,271
73
$35.5M 0.57%
+1,950,874
74
$35.5M 0.57%
+299,921
75
$35M 0.56%
+1,300,947
1 2
3
4 5