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
301
$609K 0.01%
2,705
302
$608K 0.01%
17,818
-1,399
303
$595K 0.01%
1,670
304
$559K ﹤0.01%
11,181
305
$549K ﹤0.01%
18,350
-1,692
306
$549K ﹤0.01%
21,537
307
$533K ﹤0.01%
4,067
-707
308
$531K ﹤0.01%
14,218
+4,507
309
$514K ﹤0.01%
6,735
-2,290
310
$501K ﹤0.01%
3,573
-14,388
311
$500K ﹤0.01%
10,937
312
$498K ﹤0.01%
3,990
313
$494K ﹤0.01%
25,668
-3,796
314
$482K ﹤0.01%
2,411
-532
315
$476K ﹤0.01%
3,840
-687
316
$468K ﹤0.01%
8,004
317
$466K ﹤0.01%
+1,768
318
$462K ﹤0.01%
2,699
319
$450K ﹤0.01%
8,411
320
$426K ﹤0.01%
1,327
321
$417K ﹤0.01%
5,022
-1,081
322
$414K ﹤0.01%
7,909
+2,295
323
$412K ﹤0.01%
1,833
324
$389K ﹤0.01%
4,225
325
$375K ﹤0.01%
5,400
11 12
13
14 15