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
$11.6B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$33.6M
3
+$28.4M
4
ES icon
Eversource Energy
ES
+$25.3M
5
SLGN icon
Silgan Holdings
SLGN
+$25M

Top Sells

1
+$44.8M
2
+$35.8M
3
+$35.5M
4
USB icon
US Bancorp
USB
+$33.1M
5
EL icon
Estee Lauder
EL
+$27.2M

Sector Composition

1 Technology 19.98%
2 Healthcare 16.9%
3 Industrials 15.34%
4 Financials 14.13%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.29M 0.05%
52,224
-1,400
227
$5.1M 0.04%
25,870
-297
228
$5.09M 0.04%
40,205
+3,975
229
$4.99M 0.04%
19,549
-965
230
$4.91M 0.04%
41,600
+300
231
$4.68M 0.04%
195,425
+30,345
232
$4.67M 0.04%
24,431
-560
233
$4.14M 0.04%
18,073
-89,413
234
$3.81M 0.03%
23,930
-300
235
$3.68M 0.03%
41,861
-12,909
236
$3.46M 0.03%
84,694
-4,295
237
$3.27M 0.03%
31,688
-28,460
238
$3.14M 0.03%
18,974
-147
239
$2.89M 0.03%
7,066
240
$2.62M 0.02%
21,508
-980
241
$2.6M 0.02%
41,983
-167
242
$2.45M 0.02%
8,008
-9,475
243
$2.3M 0.02%
29,855
244
$2.3M 0.02%
6,326
-75
245
$2.26M 0.02%
14,849
-875
246
$2.22M 0.02%
10,533
-350
247
$2.14M 0.02%
16,024
-2,930
248
$2.11M 0.02%
32,400
249
$1.87M 0.02%
4,203
-5,199
250
$1.87M 0.02%
11,812
-2,259
8 9
10
11 12