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
$7.95B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$46.2M
2 +$28.8M
3 +$18.2M
4
HST icon
Host Hotels & Resorts
HST
+$16.1M
5
AOS icon
A.O. Smith
AOS
+$14M

Top Sells

1 +$21.2M
2 +$20.1M
3 +$17.6M
4
EL icon
Estee Lauder
EL
+$17M
5
TCBI icon
Texas Capital Bancshares
TCBI
+$16.5M

Sector Composition

1 Financials 17.58%
2 Technology 16.94%
3 Healthcare 14.62%
4 Industrials 13.51%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6.05M 0.08%
62,670
+5,360
227
$5.94M 0.07%
185,413
+3,405
228
$5.68M 0.07%
45,760
+2,825
229
$5.54M 0.07%
99,376
+400
230
$5.45M 0.07%
184,227
+2,827
231
$5.2M 0.07%
56,982
+2,625
232
$5.15M 0.06%
39,669
+2,500
233
$5.1M 0.06%
37,921
+2,280
234
$5.04M 0.06%
237,931
+128,516
235
$5.04M 0.06%
125,074
-3,500
236
$5.02M 0.06%
59,993
-374
237
$4.95M 0.06%
25,010
-2,916
238
$4.79M 0.06%
33,694
+1,310
239
$4.68M 0.06%
37,535
-215
240
$4.64M 0.06%
30,140
+3,225
241
$4.63M 0.06%
29,289
-6,610
242
$4.55M 0.06%
56,160
+1,275
243
$4.46M 0.06%
19,211
-100
244
$4.42M 0.06%
+113,425
245
$4.16M 0.05%
86,327
246
$4.15M 0.05%
35,222
247
$4.06M 0.05%
97,878
+1,741
248
$3.78M 0.05%
46,575
249
$3.6M 0.05%
57,359
+3,480
250
$3.36M 0.04%
177,480
+83,950