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
26
$73.5M 0.92%
831,579
-11,090
27
$72.4M 0.91%
332,945
-384
28
$72.4M 0.91%
550,646
-3,360
29
$69.5M 0.87%
875,650
+90,075
30
$65.5M 0.82%
553,549
-2,828
31
$64.7M 0.81%
289,922
+17,849
32
$64.3M 0.81%
688,868
+6,663
33
$62.5M 0.79%
521,420
-2,005
34
$59.4M 0.75%
628,416
+15,125
35
$55.8M 0.7%
478,644
-66,473
36
$55.2M 0.69%
508,304
+49,804
37
$54.2M 0.68%
455,342
+242,080
38
$52.9M 0.66%
254,184
+6,350
39
$52.9M 0.66%
658,198
-3,346
40
$51.9M 0.65%
663,416
-12,243
41
$51.8M 0.65%
857,430
+765,575
42
$50.6M 0.64%
426,865
+420
43
$49.5M 0.62%
779,819
+23,380
44
$49M 0.62%
117,302
+3,343
45
$48.9M 0.61%
427,738
-1,355
46
$48.9M 0.61%
915,638
-25,065
47
$48.3M 0.61%
557,212
+59,173
48
$47.3M 0.59%
297,499
-24,305
49
$46.4M 0.58%
482,823
+17,691
50
$44.7M 0.56%
63,455
-20,598
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