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
$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
276
$1.6M 0.02%
10,611
+158
277
$1.56M 0.02%
14,234
+1,325
278
$1.55M 0.02%
20,335
279
$1.43M 0.02%
10,988
-580
280
$1.34M 0.02%
15,085
281
$1.3M 0.02%
24,485
-1,680
282
$1.25M 0.02%
4
283
$1.18M 0.01%
4,814
-245
284
$1.1M 0.01%
18,848
+820
285
$1.09M 0.01%
14,550
286
$1.02M 0.01%
19,000
287
$987K 0.01%
16,940
288
$980K 0.01%
19,438
-641
289
$947K 0.01%
5,271
290
$933K 0.01%
16,872
-598
291
$910K 0.01%
31,207
292
$881K 0.01%
15,886
+2,126
293
$849K 0.01%
16,737
294
$841K 0.01%
4,105
295
$833K 0.01%
6,497
296
$796K 0.01%
17,063
-35,690
297
$795K 0.01%
8,526
+250
298
$770K 0.01%
4,323
-840
299
$765K 0.01%
7,160
-25
300
$752K 0.01%
44,750
-950
10 11
12
13 14