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
26
$97.5M 0.84%
831,964
+168,321
27
$95.7M 0.83%
1,665,324
+46,468
28
$95.1M 0.82%
1,819,981
-64,634
29
$92.6M 0.8%
872,534
-36,415
30
$91.5M 0.79%
471,413
+929
31
$90.7M 0.78%
219,720
-4,040
32
$90M 0.78%
369,765
-82,780
33
$89.5M 0.77%
629,586
-35,295
34
$89.1M 0.77%
2,633,312
+339,036
35
$88.3M 0.76%
212,678
-1,881
36
$83.1M 0.72%
3,030,005
+94,497
37
$82.3M 0.71%
911,555
+27,525
38
$81.1M 0.7%
718,267
-25,964
39
$80.1M 0.69%
753,223
-33,579
40
$79.9M 0.69%
906,517
-184,598
41
$79.4M 0.69%
832,793
+352,559
42
$78.9M 0.68%
795,419
-6,234
43
$77.3M 0.67%
1,873,957
+170,723
44
$76.5M 0.66%
1,425,884
+466,104
45
$76.3M 0.66%
963,187
+11,154
46
$76.3M 0.66%
2,134,605
+282,276
47
$75.8M 0.65%
448,197
-264,775
48
$74.2M 0.64%
676,249
-66,585
49
$73.7M 0.64%
708,094
-37,756
50
$73.6M 0.63%
231,486
-16,780
1
2
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