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
201
$3M 0.05%
+43,601
202
$2.75M 0.04%
+366,750
203
$2.68M 0.04%
+100,400
204
$2.66M 0.04%
+33,601
205
$2.62M 0.04%
+52,771
206
$2.52M 0.04%
+94,864
207
$2.41M 0.04%
+60,187
208
$2.39M 0.04%
+34,687
209
$2.38M 0.04%
+60,851
210
$2.27M 0.04%
+54,096
211
$2.27M 0.04%
+31,137
212
$2.16M 0.03%
+48,742
213
$2M 0.03%
+34,130
214
$1.94M 0.03%
+20,825
215
$1.85M 0.03%
+41,125
216
$1.8M 0.03%
+40,175
217
$1.78M 0.03%
+35,475
218
$1.71M 0.03%
+35,621
219
$1.63M 0.03%
+26,075
220
$1.52M 0.02%
+33,875
221
$1.47M 0.02%
+13,170
222
$1.45M 0.02%
+40,800
223
$1.45M 0.02%
+17,450
224
$1.45M 0.02%
+33,640
225
$1.39M 0.02%
+32,750
7 8
9
10 11