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
251
$1.87M 0.02%
9,138
-20
252
$1.85M 0.02%
14,497
-3,068
253
$1.76M 0.02%
154,920
254
$1.49M 0.01%
19,161
-30
255
$1.46M 0.01%
18,346
-400
256
$1.45M 0.01%
22,550
257
$1.44M 0.01%
15,063
-265
258
$1.43M 0.01%
7,675
259
$1.42M 0.01%
41,500
260
$1.41M 0.01%
18,625
-2,343
261
$1.4M 0.01%
10,457
-1,298
262
$1.4M 0.01%
8,468
263
$1.4M 0.01%
3
-1
264
$1.36M 0.01%
19,417
265
$1.23M 0.01%
31,307
-11,708
266
$1.21M 0.01%
1,473
+165
267
$1.2M 0.01%
3,486
-100
268
$1.19M 0.01%
11,864
-870
269
$1.17M 0.01%
14,582
270
$1.14M 0.01%
5,376
-6
271
$1.13M 0.01%
5,313
-2,465
272
$1.11M 0.01%
3,244
-90
273
$1.11M 0.01%
1,932
274
$1.08M 0.01%
2,631
275
$1.03M 0.01%
15,950
9 10
11
12 13