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
326
$356K 0.01%
2,517
-225
327
$340K 0.01%
5,365
-150
328
$339K 0.01%
8,407
329
$330K 0.01%
11,160
330
$308K 0.01%
3,006
331
$298K 0.01%
1,506
332
$283K ﹤0.01%
3,000
333
$283K ﹤0.01%
2,550
334
$280K ﹤0.01%
5,650
-1,200
335
$274K ﹤0.01%
3,290
336
$268K ﹤0.01%
9,040
337
$244K ﹤0.01%
+1,180
338
$238K ﹤0.01%
17,627
-475
339
$236K ﹤0.01%
1,501
340
$224K ﹤0.01%
3,315
341
$221K ﹤0.01%
8,200
342
– –
-326,149
343
– –
-59,208
344
– –
-483,881
345
– –
-783,603
346
– –
-49,401
347
– –
-217,256
348
– –
-35,050
349
– –
-4,725
350
– –
-141,065
11 12 13
14
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