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
51
$44.1M 0.55%
225,960
+7,037
52
$44M 0.55%
598,660
-11,027
53
$43.7M 0.55%
766,884
-8,260
54
$43.7M 0.55%
587,825
+16,963
55
$42.8M 0.54%
945,348
+29,213
56
$42.3M 0.53%
524,530
-44,327
57
$41.1M 0.52%
914,906
+35,208
58
$40.9M 0.51%
335,547
+47,259
59
$40M 0.5%
531,473
-5,220
60
$39.9M 0.5%
448,352
+14,218
61
$39.1M 0.49%
314,113
-12,801
62
$37.6M 0.47%
169,358
+8,396
63
$37.5M 0.47%
471,994
+86,525
64
$37.2M 0.47%
459,349
-12,320
65
$36.8M 0.46%
233,233
+9,108
66
$36.7M 0.46%
286,350
-8,352
67
$36.4M 0.46%
596,600
-10,180
68
$36.1M 0.45%
121,587
+578
69
$35M 0.44%
207,776
+1,700
70
$34.1M 0.43%
576,697
-38,806
71
$33.7M 0.42%
221,740
-1,755
72
$33.4M 0.42%
206,605
-2,545
73
$32.5M 0.41%
459,784
-8,106
74
$32.3M 0.41%
949,424
-103,638
75
$31.9M 0.4%
370,890
+12,199
1 2
3
4 5