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
101
$28.7M 0.46%
+579,420
102
$28.4M 0.46%
+1,322,322
103
$28.3M 0.46%
+1,030,434
104
$28.2M 0.46%
+547,495
105
$27.9M 0.45%
+857,297
106
$27.9M 0.45%
+605,885
107
$27.8M 0.45%
+1,483,187
108
$27.7M 0.45%
+1,262,916
109
$27.3M 0.44%
+610,533
110
$27M 0.44%
+361,611
111
$26.8M 0.43%
+1,102,724
112
$26.7M 0.43%
+1,102,307
113
$26.5M 0.43%
+1,903,688
114
$26.5M 0.43%
+433,526
115
$26.3M 0.43%
+1,906,661
116
$26.2M 0.42%
+414,006
117
$25.6M 0.41%
+223,034
118
$25.1M 0.4%
+66,238
119
$25.1M 0.4%
+873,260
120
$24.9M 0.4%
+1,100,697
121
$24.8M 0.4%
+922,342
122
$24.7M 0.4%
+613,725
123
$24.6M 0.4%
+539,204
124
$24.3M 0.39%
+1,166,378
125
$24.2M 0.39%
+241,926
3 4
5
6 7