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
126
$31.8M 0.28%
234,491
+27,746
127
$31.7M 0.28%
85,681
+9,899
128
$31.4M 0.28%
264,151
+24,915
129
$31.4M 0.28%
148,873
+28,049
130
$31.2M 0.28%
181,259
+13,428
131
$30.8M 0.27%
140,408
+9,083
132
$30.8M 0.27%
1,449,785
-58,865
133
$30.8M 0.27%
837,698
+274,569
134
$30.6M 0.27%
318,005
-230,580
135
$30.3M 0.27%
+132,720
136
$30M 0.27%
1,622,758
+63,833
137
$29.6M 0.26%
183,559
+11,585
138
$29.5M 0.26%
847,451
-27,591
139
$29.5M 0.26%
282,107
+50,364
140
$29.4M 0.26%
396,497
+27,442
141
$29.1M 0.26%
355,449
+33,537
142
$28.8M 0.26%
285,791
+106,282
143
$28.6M 0.25%
138,758
-3,908
144
$28.4M 0.25%
289,005
-11,965
145
$28.3M 0.25%
387,089
-14,182
146
$28.2M 0.25%
39,118
-23
147
$27.8M 0.25%
855,304
-208,442
148
$27.5M 0.24%
142,096
-76,614
149
$27M 0.24%
335,100
-16,154
150
$26.6M 0.24%
1,163,460
+192,958
4 5
6
7 8