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
301
$742K 0.01%
4,500
302
$735K 0.01%
2,461
303
$735K 0.01%
17,886
304
$730K 0.01%
16,385
-50
305
$730K 0.01%
+3,500
306
$709K 0.01%
12,818
307
$687K 0.01%
3,805
-120
308
$684K 0.01%
11,389
309
$657K 0.01%
17,010
310
$657K 0.01%
5,887
311
$615K 0.01%
15,102
+3,100
312
$612K 0.01%
3,028
313
$610K 0.01%
7,550
-6,000
314
$609K 0.01%
22,060
+4,840
315
$605K 0.01%
5,410
-200
316
$597K 0.01%
3,045
-11,625
317
$567K 0.01%
1,513
318
$565K 0.01%
3,432
319
$551K 0.01%
8,928
320
$548K 0.01%
8,407
+682
321
$543K 0.01%
8,612
+3,400
322
$523K 0.01%
3,119
+21
323
$513K 0.01%
5,862
+1,200
324
$509K 0.01%
5,121
-180
325
$482K 0.01%
8,500
11 12
13
14 15