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
$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
251
$2.57M 0.04%
40,230
-6,850
252
$2.54M 0.04%
130,625
-15,950
253
$2.52M 0.04%
46,560
-600
254
$2.49M 0.04%
53,702
-300
255
$2.4M 0.04%
29,800
-2,075
256
$2.38M 0.04%
17,838
-550
257
$2.29M 0.04%
66,231
-2,177
258
$2.25M 0.04%
22,314
-233
259
$2.23M 0.04%
83,205
+47,222
260
$2.21M 0.04%
35,300
-2,325
261
$2.2M 0.04%
24,900
-79,824
262
$2.15M 0.04%
84,385
+17,000
263
$2.13M 0.04%
37,000
-1,750
264
$2.12M 0.04%
59,440
-700
265
$2.12M 0.04%
68,055
+1,225
266
$2.11M 0.04%
+34,095
267
$2.03M 0.04%
16,110
-1,075
268
$2M 0.03%
28,945
-59,431
269
$1.95M 0.03%
61,010
-650
270
$1.94M 0.03%
61,481
271
$1.93M 0.03%
18,681
-31
272
$1.75M 0.03%
11,668
-110
273
$1.73M 0.03%
40,500
274
$1.66M 0.03%
19,737
-350
275
$1.63M 0.03%
16,403
-256
9 10
11
12 13