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
101
$40.9M 0.36%
822,418
+16,192
102
$40.2M 0.36%
163,779
-114,098
103
$40.2M 0.36%
715,940
+26,939
104
$40M 0.36%
308,684
+23,512
105
$39.9M 0.35%
485,618
-15,836
106
$38.5M 0.34%
330,536
-65,525
107
$38.1M 0.34%
391,165
+1,995
108
$38M 0.34%
323,969
+29,679
109
$37.6M 0.33%
257,858
-9,589
110
$37.2M 0.33%
480,214
-20,009
111
$37.1M 0.33%
894,716
+120,394
112
$37M 0.33%
234,393
-9,329
113
$36.3M 0.32%
447,127
+128,078
114
$35.8M 0.32%
116,856
+3,672
115
$35.8M 0.32%
496,230
+11,526
116
$35.4M 0.31%
708,513
-20,828
117
$34.4M 0.31%
255,128
-18,088
118
$33.8M 0.3%
908,535
+55,165
119
$33.4M 0.3%
425,061
+67,072
120
$33M 0.29%
413,692
-475,812
121
$33M 0.29%
176,607
+9,973
122
$32.3M 0.29%
372,664
-16,103
123
$32.2M 0.29%
132,255
-844
124
$32M 0.28%
679,123
-25,503
125
$31.9M 0.28%
541,043
+212,512
3 4
5
6 7