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
76
$29.9M 0.41%
210,692
+4,615
77
$29.2M 0.4%
1,037,154
+42,754
78
$28.7M 0.39%
382,629
+43,507
79
$28.6M 0.39%
362,123
+2,704
80
$28.2M 0.38%
1,323,541
+23,668
81
$28M 0.38%
159,379
+4,207
82
$27.1M 0.37%
307,640
-43,328
83
$26.9M 0.37%
452,115
+3,705
84
$26.3M 0.36%
228,946
+19,134
85
$26.1M 0.36%
419,669
+1,915
86
$24.6M 0.34%
173,853
+39,548
87
$24.3M 0.33%
380,153
+6,103
88
$23.9M 0.33%
689,960
+125,596
89
$23.5M 0.32%
512,017
+26,113
90
$23.5M 0.32%
473,350
+21,457
91
$23.4M 0.32%
609,821
+7,001
92
$23.2M 0.32%
454,185
-150,654
93
$23.1M 0.32%
464,759
+2,239
94
$23.1M 0.32%
780,812
+27,929
95
$23.1M 0.31%
280,684
+1,255
96
$22.8M 0.31%
466,384
+15,458
97
$22.8M 0.31%
710,339
+2,742
98
$22.7M 0.31%
241,936
+15,195
99
$22.6M 0.31%
206,371
+3,753
100
$22.5M 0.31%
533,013
+36,406
2 3
4
5 6