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
201
$13.7M 0.12%
174,878
+6,272
202
$12.2M 0.11%
63,717
-13,175
203
$12.2M 0.11%
55,454
-15,420
204
$12M 0.11%
158,210
-614,784
205
$12M 0.11%
186,880
+9,414
206
$11.9M 0.11%
218,291
-38,652
207
$11.8M 0.1%
174,518
+58,300
208
$11.7M 0.1%
62,829
+16,407
209
$11.6M 0.1%
306,675
+119,025
210
$11.4M 0.1%
118,390
-1,021
211
$11.1M 0.1%
125,310
-11,200
212
$10.7M 0.09%
91,922
-740
213
$10.1M 0.09%
68,547
-53
214
$10.1M 0.09%
159,968
-42,950
215
$9.99M 0.09%
39,635
+10,990
216
$9.66M 0.09%
202,327
-6,285
217
$9.06M 0.08%
32,850
+8,600
218
$8.9M 0.08%
57,011
+18,134
219
$8.65M 0.08%
41,445
+5,615
220
$8.45M 0.08%
37,815
+120
221
$8M 0.07%
59,765
+24,000
222
$7.76M 0.07%
208,683
-6,433
223
$7.75M 0.07%
19,700
+1,299
224
$7.32M 0.07%
94,300
-1,950
225
$6.43M 0.06%
27,127
+10,918
7 8
9
10 11