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
351
$288K ﹤0.01%
1,569
352
$284K ﹤0.01%
6,780
-650
353
$275K ﹤0.01%
9,391
354
$270K ﹤0.01%
2,500
355
$269K ﹤0.01%
+6,585
356
$268K ﹤0.01%
2,435
357
$258K ﹤0.01%
2,243
-50
358
$257K ﹤0.01%
1,728
359
$255K ﹤0.01%
1,508
360
$255K ﹤0.01%
2,196
-9,897
361
$254K ﹤0.01%
4,190
362
$253K ﹤0.01%
37,000
363
$241K ﹤0.01%
5,400
364
$240K ﹤0.01%
1,857
365
$240K ﹤0.01%
3,016
366
$229K ﹤0.01%
1,585
367
$224K ﹤0.01%
1,555
368
$221K ﹤0.01%
15,000
369
$217K ﹤0.01%
5,083
370
$216K ﹤0.01%
2,776
+186
371
$214K ﹤0.01%
+7,530
372
$214K ﹤0.01%
+1,800
373
$211K ﹤0.01%
7,905
374
$157K ﹤0.01%
11,600
-2,150
375
$145K ﹤0.01%
71,771
12 13 14
15
16