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
176
$17.2M 0.15%
190,481
+68,563
177
$17.2M 0.15%
324,341
-15,177
178
$17.1M 0.15%
+174,509
179
$17.1M 0.15%
602,100
-18,657
180
$16.8M 0.15%
71,224
-73,407
181
$16.7M 0.15%
+211,795
182
$16.6M 0.15%
357,634
+71,979
183
$16.6M 0.15%
190,957
-5,329
184
$16.5M 0.15%
750,351
-20,214
185
$16.3M 0.15%
209,925
-50,000
186
$16.2M 0.14%
+147,035
187
$16M 0.14%
310,643
-11,333
188
$15.9M 0.14%
199,633
-5,634
189
$15.9M 0.14%
151,956
+1,518
190
$15.8M 0.14%
399,649
-26,281
191
$15.6M 0.14%
278,291
-34,443
192
$15.3M 0.14%
24,652
-1,348
193
$15.2M 0.13%
211,288
+4,347
194
$14.8M 0.13%
158,462
+13,105
195
$14.6M 0.13%
219,454
-9,601
196
$14.5M 0.13%
134,750
-3,300
197
$14.3M 0.13%
184,195
-5,497
198
$14.2M 0.13%
197,847
+13,317
199
$14M 0.12%
+157,580
200
$13.8M 0.12%
163,361
-4,860
6 7
8
9 10