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
251
$3.3M 0.04%
96,820
-1,691
252
$3.16M 0.04%
35,200
+2,000
253
$3.11M 0.04%
30,353
-1,075
254
$3.04M 0.04%
126,240
+18,140
255
$2.7M 0.03%
13,969
-366
256
$2.65M 0.03%
48,651
257
$2.55M 0.03%
46,339
-776
258
$2.24M 0.03%
20,900
-125
259
$2.19M 0.03%
76,636
+2,838
260
$2.17M 0.03%
44,590
-44,619
261
$2.12M 0.03%
216,968
-29,550
262
$2.06M 0.03%
7,448
-66
263
$2.04M 0.03%
26,988
-275
264
$1.94M 0.02%
32,400
265
$1.91M 0.02%
22,197
-2,501
266
$1.9M 0.02%
12,566
-12,920
267
$1.85M 0.02%
65,080
-1,000
268
$1.84M 0.02%
6,204
269
$1.82M 0.02%
12,594
+1,571
270
$1.78M 0.02%
6,551
271
$1.76M 0.02%
12,630
-3,114
272
$1.75M 0.02%
20,100
+380
273
$1.7M 0.02%
6,400
-1,360
274
$1.67M 0.02%
33,470
-1,650
275
$1.61M 0.02%
4,225
-9