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
176
$11.4M 0.16%
330,720
+84,526
177
$11.3M 0.15%
111,612
-583
178
$11.1M 0.15%
968,870
+279,970
179
$11.1M 0.15%
246,064
+6,055
180
$10.9M 0.15%
106,344
+4,045
181
$10.9M 0.15%
226,782
+49,467
182
$10.6M 0.14%
36,094
+517
183
$10.6M 0.14%
221,920
-138,988
184
$10.6M 0.14%
220,088
+7,648
185
$10.5M 0.14%
177,998
+155,614
186
$10.5M 0.14%
119,592
-32,814
187
$10.2M 0.14%
51,049
-13,305
188
$10.2M 0.14%
204,840
-229,412
189
$9.97M 0.14%
248,264
-6,208
190
$9.96M 0.14%
71,751
-727
191
$9.82M 0.13%
1,072,557
+78,675
192
$9.8M 0.13%
122,251
+13,217
193
$9.75M 0.13%
264,480
+3,081
194
$9.71M 0.13%
336,029
+22,333
195
$9.68M 0.13%
91,746
+24,384
196
$9.67M 0.13%
76,477
+10,725
197
$9.64M 0.13%
163,997
+4,442
198
$9.59M 0.13%
43,126
+13,146
199
$9.42M 0.13%
448,343
+3,764
200
$9.41M 0.13%
111,522
+9,006
6 7
8
9 10