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
$5.74B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$49.8M
3
+$41.3M
4
LHO
LaSalle Hotel Properties
LHO
+$23M
5
UNH icon
UnitedHealth
UNH
+$22.1M

Top Sells

1
+$57.3M
2
+$33.4M
3
+$25.9M
4
ATR icon
AptarGroup
ATR
+$25.3M
5
ECPG icon
Encore Capital Group
ECPG
+$22.8M

Sector Composition

1 Financials 16.68%
2 Healthcare 15.68%
3 Technology 15.67%
4 Industrials 13.09%
5 Consumer Discretionary 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48M 0.83%
784,776
-14,048
27
$46.9M 0.82%
570,077
-4,928
28
$46.8M 0.82%
444,045
+15,670
29
$45.3M 0.79%
535,628
+4,060
30
$44.7M 0.78%
416,878
-8,745
31
$43.9M 0.76%
642,390
-10,132
32
$43.5M 0.76%
126,207
-210
33
$42.6M 0.74%
1,049,057
+62,120
34
$41.3M 0.72%
+550,943
35
$41.1M 0.72%
598,408
-67,395
36
$40M 0.7%
566,583
-5,368
37
$40M 0.7%
801,689
-9,685
38
$39.8M 0.69%
499,901
+47,620
39
$39.5M 0.69%
564,334
-94,969
40
$39M 0.68%
962,130
+81,901
41
$37.3M 0.65%
387,935
-4,809
42
$36.2M 0.63%
894,793
+55,596
43
$35.6M 0.62%
326,386
-6,235
44
$35.5M 0.62%
335,023
+14,106
45
$35.3M 0.61%
1,216,632
-39,430
46
$35.2M 0.61%
1,103,147
+418,560
47
$35.1M 0.61%
599,153
-3,396
48
$35M 0.61%
962,033
-7,391
49
$34.2M 0.59%
877,907
+202,392
50
$34.1M 0.59%
605,118
+288,764
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