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
151
$26.2M 0.23%
347,420
+96,268
152
$26.2M 0.23%
139,927
-4,265
153
$26.2M 0.23%
492,103
+31,677
154
$25.2M 0.22%
90,761
-41,004
155
$25.2M 0.22%
640,241
-24,000
156
$25.1M 0.22%
201,333
+18,032
157
$25.1M 0.22%
324,156
+19,847
158
$24.8M 0.22%
462,274
+46,653
159
$24.5M 0.22%
388,337
+7,487
160
$24.3M 0.22%
298,237
+13,595
161
$23.4M 0.21%
194,324
-50,037
162
$22.7M 0.2%
+589,390
163
$22.2M 0.2%
246,984
-9,293
164
$21.9M 0.19%
355,739
-11,820
165
$21.8M 0.19%
595,994
-18,101
166
$19.6M 0.17%
229,885
+14,265
167
$19.6M 0.17%
510,182
-19,667
168
$19.5M 0.17%
188,509
-7,200
169
$19.5M 0.17%
198,399
+10,973
170
$19.1M 0.17%
596,642
+9,249
171
$18.7M 0.17%
114,228
+10,102
172
$18.5M 0.16%
394,936
+84,436
173
$17.9M 0.16%
221,307
+19,620
174
$17.7M 0.16%
278,479
-8,800
175
$17.5M 0.16%
73,451
-1,201
5 6
7
8 9