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
$5.74B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$49.8M
3
+$41.3M
4
LHO
LaSalle Hotel Properties
LHO
+$23M
5
UNH icon
UnitedHealth
UNH
+$22.1M

Top Sells

1
+$57.3M
2
+$33.4M
3
+$25.9M
4
ATR icon
AptarGroup
ATR
+$25.3M
5
ECPG icon
Encore Capital Group
ECPG
+$22.8M

Sector Composition

1 Financials 16.68%
2 Healthcare 15.68%
3 Technology 15.67%
4 Industrials 13.09%
5 Consumer Discretionary 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.81M 0.08%
45,020
-12,207
227
$4.8M 0.08%
31,483
-324
228
$4.78M 0.08%
33,002
-3,630
229
$4.67M 0.08%
144,363
-38,550
230
$4.43M 0.08%
55,342
+800
231
$4.32M 0.08%
233,898
+889
232
$4.28M 0.07%
82,712
-200
233
$4.06M 0.07%
137,268
-552
234
$3.88M 0.07%
45,394
+36,869
235
$3.82M 0.07%
53,090
+4,870
236
$3.49M 0.06%
25,919
-350
237
$3.48M 0.06%
85,239
-2,993
238
$3.41M 0.06%
39,220
+1,371
239
$3.35M 0.06%
83,598
-2,875
240
$3.35M 0.06%
30,062
-4,095
241
$3.15M 0.05%
172,500
-6,000
242
$3.15M 0.05%
64,850
-4,350
243
$3.1M 0.05%
38,750
-1,000
244
$3.08M 0.05%
55,808
-194
245
$3.05M 0.05%
60,950
-1,225
246
$2.93M 0.05%
45,070
+56
247
$2.85M 0.05%
104,453
-30,631
248
$2.63M 0.05%
41,963
-2,668
249
$2.62M 0.05%
93,150
-686
250
$2.58M 0.04%
48,243
-950
8 9
10
11 12