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
326
$479K 0.01%
10,700
327
$467K 0.01%
7,743
-74,615
328
$465K 0.01%
+4,600
329
$451K 0.01%
3,355
330
$451K 0.01%
7,660
-79
331
$450K 0.01%
11,379
-2,370
332
$445K 0.01%
13,025
-102,067
333
$437K 0.01%
4,727
334
$425K 0.01%
16,171
335
$402K 0.01%
1,450
336
$396K 0.01%
15,330
337
$388K ﹤0.01%
6,417
-133
338
$385K ﹤0.01%
13,330
339
$368K ﹤0.01%
4,505
+1,205
340
$355K ﹤0.01%
4,750
341
$353K ﹤0.01%
+3,403
342
$352K ﹤0.01%
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343
$351K ﹤0.01%
1,509
-3,610
344
$342K ﹤0.01%
6,119
-240
345
$334K ﹤0.01%
3,487
346
$322K ﹤0.01%
723
-3
347
$307K ﹤0.01%
5,793
-325
348
$305K ﹤0.01%
6,576
-438
349
$301K ﹤0.01%
1,033
350
$293K ﹤0.01%
4,102
-421
12 13
14
15 16