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
326
$374K ﹤0.01%
2,552
327
$359K ﹤0.01%
4,248
328
$350K ﹤0.01%
1,110
329
$348K ﹤0.01%
2,028
-300
330
$347K ﹤0.01%
3,311
331
$328K ﹤0.01%
3,243
-8
332
$325K ﹤0.01%
+994
333
$316K ﹤0.01%
1,380
334
$296K ﹤0.01%
11,000
335
$296K ﹤0.01%
645
336
$293K ﹤0.01%
3,033
337
$290K ﹤0.01%
+10,450
338
$287K ﹤0.01%
1,759
339
$286K ﹤0.01%
8,262
340
$285K ﹤0.01%
646
341
$281K ﹤0.01%
2,918
-466
342
$275K ﹤0.01%
5,490
343
$271K ﹤0.01%
1,200
344
$271K ﹤0.01%
1,200
345
$267K ﹤0.01%
11,660
346
$252K ﹤0.01%
5,576
347
$249K ﹤0.01%
5,737
-21,325
348
$247K ﹤0.01%
2,655
349
$238K ﹤0.01%
7,500
-345
350
$237K ﹤0.01%
3,400
11 12 13
14
15