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
$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
351
$237K ﹤0.01%
19,000
352
$237K ﹤0.01%
3,000
353
$236K ﹤0.01%
1,211
-208
354
$231K ﹤0.01%
13,272
355
$227K ﹤0.01%
+4,500
356
$224K ﹤0.01%
+6,100
357
$216K ﹤0.01%
3,748
358
$214K ﹤0.01%
2,808
359
$213K ﹤0.01%
2,423
360
$212K ﹤0.01%
+5,120
361
$206K ﹤0.01%
+2,027
362
$203K ﹤0.01%
+935
363
$202K ﹤0.01%
+4,140
364
$152K ﹤0.01%
14,500
-7,000
365
$147K ﹤0.01%
11,400
366
– –
-7,071
367
– –
-735
368
– –
-25,000
369
– –
-139,981
370
– –
-84,790
371
– –
-17,260
372
– –
-1,380
373
– –
-14,524
374
– –
-908
375
– –
-172,866
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