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
126
$17.2M 0.23%
113,318
+22,260
127
$17.1M 0.23%
516,240
+12,625
128
$17M 0.23%
132,506
+5,214
129
$16.8M 0.23%
148,997
+5,796
130
$16.8M 0.23%
372,254
+73,891
131
$16.8M 0.23%
16,394
+354
132
$16.7M 0.23%
+376,519
133
$16.6M 0.23%
129,498
+4,628
134
$16.5M 0.22%
806,322
+38,344
135
$16.3M 0.22%
522,661
+7,319
136
$16.1M 0.22%
+618,371
137
$16M 0.22%
166,473
-295
138
$16M 0.22%
250,701
139
$15.8M 0.21%
45,497
-1,024
140
$15.8M 0.21%
122,486
+4,601
141
$15.4M 0.21%
1,285,975
+24,305
142
$15.4M 0.21%
237,235
+4,694
143
$15M 0.2%
164,424
+4,902
144
$14.9M 0.2%
302,408
+1,549
145
$14.8M 0.2%
271,406
+78,509
146
$14.7M 0.2%
112,842
+24,331
147
$14.5M 0.2%
+369,831
148
$14.4M 0.2%
199,382
+12,180
149
$14.3M 0.19%
241,433
-306,672
150
$14.3M 0.19%
87,406
+1,000
4 5
6
7 8