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
276
$1.58M 0.03%
47,500
-400
277
$1.56M 0.03%
30,410
-1,200
278
$1.4M 0.02%
30,575
+750
279
$1.37M 0.02%
21,811
-3,416
280
$1.32M 0.02%
13,225
-125
281
$1.29M 0.02%
22,605
-510
282
$1.26M 0.02%
23,366
+9
283
$1.25M 0.02%
86,740
284
$1.25M 0.02%
32,082
-200
285
$1.25M 0.02%
50,468
-1,346,244
286
$1.25M 0.02%
25,687
-250
287
$1.17M 0.02%
+75,400
288
$1.16M 0.02%
18,169
-200
289
$1.13M 0.02%
15,750
-170
290
$1.01M 0.02%
9,488
-362
291
$1.01M 0.02%
8,825
-75
292
$982K 0.02%
18,910
+61
293
$975K 0.02%
24,850
+1,200
294
$972K 0.02%
22,526
+851
295
$936K 0.02%
13,020
296
$911K 0.02%
11,078
297
$890K 0.02%
31,800
-600
298
$872K 0.02%
11,513
299
$835K 0.01%
26,150
-300
300
$824K 0.01%
44,825
-300
10 11
12
13 14