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
151
$15.5M 0.25%
+625,116
152
$15M 0.24%
+868,215
153
$14.9M 0.24%
+458,554
154
$14.9M 0.24%
+391,125
155
$14.6M 0.24%
+415,836
156
$14.4M 0.23%
+128,538
157
$14.1M 0.23%
+222,075
158
$13.3M 0.22%
+75,641
159
$13.1M 0.21%
+485,610
160
$12.8M 0.21%
+835,401
161
$12.1M 0.2%
+515,353
162
$11.9M 0.19%
+838,992
163
$11.9M 0.19%
+232,067
164
$11.8M 0.19%
+1,049,400
165
$11.3M 0.18%
+441,234
166
$11M 0.18%
+514,011
167
$10.5M 0.17%
+211,282
168
$10.2M 0.16%
+119,510
169
$9.88M 0.16%
+96,924
170
$9.66M 0.16%
+163,314
171
$9.62M 0.16%
+113,337
172
$9.53M 0.15%
+137,425
173
$8.72M 0.14%
+191,167
174
$8.44M 0.14%
+158,035
175
$8.26M 0.13%
+180,396
5 6
7
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