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
126
$24.2M 0.39%
+297,758
127
$24M 0.39%
+708,845
128
$23.8M 0.38%
+1,283,633
129
$23.5M 0.38%
+1,445,087
130
$23.2M 0.37%
+6,634,110
131
$22.9M 0.37%
+707,569
132
$22.3M 0.36%
+389,390
133
$21.7M 0.35%
+440,665
134
$21.4M 0.34%
+429,700
135
$21.4M 0.34%
+1,314,706
136
$20.8M 0.34%
+180,406
137
$20.6M 0.33%
+254,120
138
$20.4M 0.33%
+1,233,980
139
$20.2M 0.33%
+390,093
140
$20.2M 0.33%
+835,175
141
$20M 0.32%
+279,360
142
$19M 0.31%
+791,185
143
$18.9M 0.31%
+549,183
144
$18.9M 0.3%
+336,690
145
$18.5M 0.3%
+218,757
146
$18.1M 0.29%
+183,187
147
$17.9M 0.29%
+1,290,748
148
$17.7M 0.29%
+602,341
149
$17.7M 0.29%
+741,597
150
$15.7M 0.25%
+172,342
4 5
6
7 8