BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
1
$79.8M 1.29%
+316,405
2
$79.4M 1.28%
+878,708
3
$76M 1.23%
+1,037,837
4
$71M 1.15%
+852,393
5
$67.1M 1.08%
+1,880,603
6
$63.9M 1.03%
+2,006,246
7
$62.9M 1.02%
+909,059
8
$62M 1%
+1,793,482
9
$61.9M 1%
+560,249
10
$61.9M 1%
+1,229,541
11
$61M 0.98%
+1,304,674
12
$60.4M 0.98%
+2,212,600
13
$58.2M 0.94%
+687,721
14
$58M 0.94%
+317,720
15
$57.7M 0.93%
+1,257,090
16
$57.4M 0.93%
+798,158
17
$57.1M 0.92%
+1,626,354
18
$56.9M 0.92%
+739,057
19
$56.4M 0.91%
+1,067,871
20
$55.8M 0.9%
+984,834
21
$54.8M 0.88%
+670,003
22
$54.5M 0.88%
+710,029
23
$53.2M 0.86%
+661,610
24
$53.1M 0.86%
+973,815
25
$52.8M 0.85%
+547,453
1
2 3 4 5