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
276
$994K 0.01%
16,600
-50
277
$992K 0.01%
2,950
278
$976K 0.01%
34,117
-9,200
279
$954K 0.01%
20,295
-3,800
280
$952K 0.01%
13,733
-1,304
281
$949K 0.01%
2,458
-976
282
$859K 0.01%
12,314
283
$843K 0.01%
8,318
-2,400
284
$832K 0.01%
3,334
285
$794K 0.01%
1,186
+325
286
$793K 0.01%
3,823
+154
287
$792K 0.01%
3,730
-100
288
$775K 0.01%
15,496
-125
289
$750K 0.01%
4,204
-145,319
290
$750K 0.01%
9,930
291
$736K 0.01%
5,695
292
$720K 0.01%
14,652
293
$709K 0.01%
+3,700
294
$695K 0.01%
1,506
295
$693K 0.01%
3,529
296
$683K 0.01%
4,435
297
$679K 0.01%
8,859
298
$666K 0.01%
5,893
299
$628K 0.01%
7,500
300
$626K 0.01%
6,705
-2,700
10 11
12
13 14