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
76
$34.7M 0.56%
+623,600
77
$34.4M 0.55%
+56,453
78
$33.7M 0.54%
+1,076,480
79
$33.3M 0.54%
+742,292
80
$33M 0.53%
+830,783
81
$32.9M 0.53%
+439,034
82
$32.8M 0.53%
+528,634
83
$32.5M 0.53%
+1,022,341
84
$32M 0.52%
+774,013
85
$31.9M 0.52%
+2,052,289
86
$31.6M 0.51%
+794,231
87
$31.1M 0.5%
+480,471
88
$31M 0.5%
+987,526
89
$30.8M 0.5%
+1,651,423
90
$30.5M 0.49%
+2,066,895
91
$30.4M 0.49%
+2,027,014
92
$29.7M 0.48%
+591,924
93
$29.6M 0.48%
+1,712,204
94
$29.2M 0.47%
+348,780
95
$29.2M 0.47%
+192,414
96
$29.1M 0.47%
+445,660
97
$28.9M 0.47%
+347,768
98
$28.9M 0.47%
+143,394
99
$28.8M 0.46%
+1,725,735
100
$28.7M 0.46%
+521,859
2 3
4
5 6