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
301
$778K 0.01%
12,950
-225
302
$776K 0.01%
2,980
-225
303
$749K 0.01%
32,975
-2,000
304
$743K 0.01%
15,950
-100
305
$735K 0.01%
11,523
-893
306
$704K 0.01%
7,031
-81
307
$640K 0.01%
3
-1
308
$587K 0.01%
6,253
-100
309
$565K 0.01%
11,206
310
$531K 0.01%
8,708
-1,259
311
$529K 0.01%
6,230
-675
312
$519K 0.01%
7,210
+1,000
313
$517K 0.01%
14,487
-132
314
$515K 0.01%
4,060
315
$512K 0.01%
4,500
316
$495K 0.01%
52,500
-500
317
$488K 0.01%
5,825
-2,850
318
$439K 0.01%
12,228
+9
319
$409K 0.01%
7,900
320
$406K 0.01%
3,800
321
$401K 0.01%
6,600
322
$393K 0.01%
8,451
-1,100
323
$386K 0.01%
4,925
-475
324
$386K 0.01%
7,959
-650
325
$360K 0.01%
1,000
11 12
13
14 15