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
176
$8.23M 0.13%
+142,085
177
$7.8M 0.13%
+12,617
178
$7.58M 0.12%
+113,577
179
$7.49M 0.12%
+345,910
180
$7.09M 0.11%
+350,392
181
$6.61M 0.11%
+122,850
182
$6.54M 0.11%
+87,030
183
$6.54M 0.11%
+168,467
184
$6.44M 0.1%
+84,526
185
$6.34M 0.1%
+98,929
186
$5.96M 0.1%
+209,578
187
$5.87M 0.09%
+77,293
188
$5.64M 0.09%
+95,828
189
$5.59M 0.09%
+130,529
190
$5.26M 0.08%
+139,943
191
$5.15M 0.08%
+136,296
192
$5.14M 0.08%
+137,114
193
$4.97M 0.08%
+193,189
194
$4.86M 0.08%
+100,195
195
$4.46M 0.07%
+98,728
196
$4.39M 0.07%
+90,813
197
$4.32M 0.07%
+140,100
198
$4.09M 0.07%
+36,767
199
$3.69M 0.06%
+147,536
200
$3.39M 0.05%
+70,500
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8
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