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
101
$22.3M 0.3%
296,274
+3,550
102
$22.2M 0.3%
180,348
+291
103
$21.9M 0.3%
88,307
+2,619
104
$21.8M 0.3%
137,035
+12,337
105
$21.7M 0.3%
571,008
+31,687
106
$21.5M 0.29%
247,981
+1,682
107
$21.3M 0.29%
200,979
+1,599
108
$21M 0.29%
144,740
+2,563
109
$20.5M 0.28%
11,769
+838
110
$19.9M 0.27%
126,642
+4,517
111
$19.8M 0.27%
126,410
-26,894
112
$19.8M 0.27%
1,158,773
+78,637
113
$19.7M 0.27%
151,112
+28,528
114
$19.4M 0.26%
334,869
+11,784
115
$19.4M 0.26%
255,827
+95,834
116
$19.1M 0.26%
451,631
+2,425
117
$18.9M 0.26%
398,085
+16,214
118
$18.8M 0.26%
233,385
+15,865
119
$18.6M 0.25%
140,274
+5,011
120
$18.4M 0.25%
228,286
+11,714
121
$18M 0.25%
243,348
+8,156
122
$17.9M 0.24%
115,785
+2,704
123
$17.5M 0.24%
373,075
+23,662
124
$17.3M 0.24%
331,538
+64,857
125
$17.2M 0.23%
136,820
+874
3 4
5
6 7