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
51
$40.3M 0.55%
929,163
+14,700
52
$40M 0.54%
241,737
+13,956
53
$39.1M 0.53%
374,609
+5,360
54
$38.8M 0.53%
645,954
-72,980
55
$38.1M 0.52%
471,667
-7,388
56
$37.9M 0.52%
318,024
+18,920
57
$36.5M 0.5%
114,172
+496
58
$36.5M 0.5%
121,146
-1,382
59
$36.3M 0.49%
617,500
+520
60
$36.1M 0.49%
527,707
-36,320
61
$35.3M 0.48%
876,559
+226,445
62
$35.3M 0.48%
219,900
-7,720
63
$34.2M 0.47%
328,518
-5,299
64
$34.2M 0.47%
291,937
+10,904
65
$34.1M 0.46%
438,673
+3,208
66
$33M 0.45%
463,240
+30,550
67
$32.9M 0.45%
209,640
+131,773
68
$31.9M 0.43%
227,926
-34,375
69
$31.6M 0.43%
572,700
+71,522
70
$31.4M 0.43%
718,319
+5,792
71
$31.1M 0.42%
290,871
+332
72
$30.9M 0.42%
161,569
+1,430
73
$30.3M 0.41%
189,366
+9,251
74
$30.2M 0.41%
196,656
+7,244
75
$30M 0.41%
292,864
+3,378
1 2
3
4 5