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
51
$61.7M 0.55%
275,821
-22,324
52
$60.9M 0.54%
742,208
+101,728
53
$60.7M 0.54%
43,807
-3,582
54
$59.5M 0.53%
343,214
-20,501
55
$59.3M 0.53%
651,188
+8,927
56
$59M 0.52%
251,450
-26,327
57
$58.5M 0.52%
367,896
+38,849
58
$57.4M 0.51%
583,102
+56,743
59
$56.6M 0.5%
608,503
+10,808
60
$56M 0.5%
127,950
+2,987
61
$55.4M 0.49%
789,397
+276,331
62
$54.9M 0.49%
390,263
+38,268
63
$54.1M 0.48%
188,155
+457
64
$52.9M 0.47%
854,264
+132,922
65
$52.9M 0.47%
364,190
+30,980
66
$52.5M 0.47%
144,746
+6,286
67
$51.5M 0.46%
1,577,274
+338,254
68
$51.2M 0.46%
532,387
-58,670
69
$50.5M 0.45%
240,028
+13,018
70
$49.8M 0.44%
429,959
+62,412
71
$49.5M 0.44%
344,308
+13,600
72
$49.4M 0.44%
222,293
+87,125
73
$49.3M 0.44%
809,591
+24,214
74
$49M 0.44%
683,590
+20,178
75
$48.6M 0.43%
1,050,935
-151,434
1 2
3
4 5