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
76
$48.5M 0.43%
152,068
+5,319
77
$48.2M 0.43%
380,449
+58,243
78
$47.9M 0.43%
81,844
+2,718
79
$47.8M 0.43%
137,502
+6,192
80
$47.6M 0.42%
245,342
+14,441
81
$47.5M 0.42%
194,731
+8,530
82
$47.4M 0.42%
344,443
+55,536
83
$46.4M 0.41%
266,292
+6,976
84
$46.4M 0.41%
342,814
+246,774
85
$46.3M 0.41%
624,768
-142,582
86
$45.8M 0.41%
269,537
+11,005
87
$45.4M 0.4%
567,512
+19,266
88
$44.4M 0.4%
992,727
-39,783
89
$44.4M 0.39%
29,734
+3,452
90
$44M 0.39%
495,750
+130,103
91
$43.9M 0.39%
212,691
+14,144
92
$43.7M 0.39%
262,924
-204,058
93
$43.2M 0.38%
186,931
+18,595
94
$43.1M 0.38%
87,998
+5,386
95
$42.9M 0.38%
277,803
+74,103
96
$42.3M 0.38%
1,130,902
+244,217
97
$42M 0.37%
405,182
+1,313
98
$41.7M 0.37%
237,291
+22,344
99
$41.7M 0.37%
900,345
+11,292
100
$41.1M 0.37%
129,183
-3,502
2 3
4
5 6