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
51
$34M 0.59%
327,678
+29,570
52
$32.5M 0.57%
1,003,307
-14,116
53
$32.5M 0.57%
968,578
+131,006
54
$31.8M 0.55%
517,430
+63,565
55
$31.4M 0.55%
694,427
+144,439
56
$31.2M 0.54%
406,870
+15,579
57
$30.7M 0.53%
594,907
+155,718
58
$30.4M 0.53%
1,068,524
+64,235
59
$30.2M 0.53%
528,177
+119,757
60
$29.8M 0.52%
547,355
-16,175
61
$29.6M 0.52%
512,691
-6,554
62
$29.6M 0.51%
543,453
-6,143
63
$29.1M 0.51%
460,088
-5,200
64
$28.8M 0.5%
218,478
-1,360
65
$28.7M 0.5%
179,091
-17,130
66
$28.6M 0.5%
463,885
-96,605
67
$28.1M 0.49%
528,723
-5,530
68
$27.8M 0.48%
488,964
+77,627
69
$27.8M 0.48%
248,995
+32,610
70
$27.4M 0.48%
631,167
+118,319
71
$27.4M 0.48%
202,107
+61,236
72
$26.6M 0.46%
310,310
-4,725
73
$26.4M 0.46%
794,763
+247,542
74
$26.3M 0.46%
652,581
+12,939
75
$25.7M 0.45%
613,427
-9,017
1 2
3
4 5