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
201
$9.11M 0.12%
146,798
+7,828
202
$8.58M 0.12%
159,846
-4,090
203
$8.45M 0.12%
388,395
+5,868
204
$8.07M 0.11%
223,414
+13,619
205
$7.97M 0.11%
263,515
+13,978
206
$7.81M 0.11%
45,777
-600
207
$7.55M 0.1%
181,010
+8,135
208
$7.53M 0.1%
86,594
-482
209
$7.15M 0.1%
68,762
-41,448
210
$7.13M 0.1%
283,358
+16,285
211
$6.89M 0.09%
93,671
-2,946
212
$6.87M 0.09%
82,775
+8,175
213
$6.84M 0.09%
94,310
+8,735
214
$6.71M 0.09%
19,611
+1,750
215
$6.4M 0.09%
66,563
+10
216
$6.18M 0.08%
89,382
+5,652
217
$6.1M 0.08%
49,224
+4,661
218
$6.02M 0.08%
23,181
+1,635
219
$6M 0.08%
51,720
-3,905
220
$5.96M 0.08%
83,633
+6,192
221
$5.78M 0.08%
101,100
+35,250
222
$5.5M 0.07%
126,344
+17,730
223
$5.5M 0.07%
186,977
+9,849
224
$5.46M 0.07%
186,293
+10,115
225
$5.45M 0.07%
128,304
+22,400
7 8
9
10 11