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
$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
1
$209M 2.84%
1,769,561
+31,043
2
$193M 2.63%
4,067,248
+89,632
3
$162M 2.21%
2,763,980
+99,640
4
$121M 1.65%
500,792
+8,854
5
$120M 1.64%
683,049
+18,098
6
$120M 1.64%
493,369
+11,625
7
$119M 1.62%
1,177,834
+39,991
8
$115M 1.57%
737,556
-11,712
9
$111M 1.52%
697,697
+13,063
10
$108M 1.47%
771,181
-39,906
11
$104M 1.42%
979,773
+27,260
12
$99.4M 1.35%
572,361
+20,427
13
$96.8M 1.32%
1,932,699
+327,898
14
$96.5M 1.31%
1,145,430
+10,152
15
$95.3M 1.3%
570,156
+7,694
16
$87.5M 1.19%
2,189,280
+53,155
17
$87.5M 1.19%
1,628,782
+44,198
18
$84M 1.14%
1,555,948
+13,228
19
$81.1M 1.1%
327,817
+9,186
20
$79.5M 1.08%
648,265
+21,940
21
$78.6M 1.07%
398,155
+9,279
22
$77.4M 1.05%
1,605,781
+58,254
23
$75M 1.02%
522,877
-7,684
24
$74.3M 1.01%
606,316
+32,435
25
$73.2M 1%
101,212
-1,311
1
2 3 4 5