BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
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
376
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377
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378
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379
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380
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-268,802
381
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-68,965
382
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-947,769
383
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-217,569
384
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-36,314
385
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-4,523
386
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-1,337
387
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-4,587
388
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-85,326
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