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
151
$14.3M 0.19%
679,186
+6,747
152
$14.1M 0.19%
192,011
-1,438
153
$13.9M 0.19%
193,772
+6,275
154
$13.9M 0.19%
+350,464
155
$13.8M 0.19%
395,362
+6,156
156
$13.8M 0.19%
288,044
+10,500
157
$13.7M 0.19%
169,583
+11,303
158
$13.7M 0.19%
336,090
+2,465
159
$13.7M 0.19%
74,910
+2,896
160
$13.5M 0.18%
508,940
+17,723
161
$13.5M 0.18%
169,887
+6,504
162
$13.5M 0.18%
456,174
+12,089
163
$13.4M 0.18%
70,577
-1,416
164
$12.9M 0.18%
232,356
+15,953
165
$12.7M 0.17%
83,415
+3,479
166
$12.6M 0.17%
233,436
+9,545
167
$12.6M 0.17%
359,026
+5,761
168
$12.6M 0.17%
12,844
+480
169
$12.5M 0.17%
163,859
+3,719
170
$12.4M 0.17%
118,462
+814
171
$12.4M 0.17%
275,615
+41,313
172
$11.7M 0.16%
13,304
-89
173
$11.5M 0.16%
114,324
+4,050
174
$11.5M 0.16%
174,135
-42,975
175
$11.5M 0.16%
130,330
+2,850
5 6
7
8 9