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
51
$72.3M 0.62%
1,256,603
-9,310
52
$71.4M 0.62%
992,287
+26,906
53
$71.2M 0.61%
4,766,995
+289,782
54
$69.8M 0.6%
99,417
+28,365
55
$68.6M 0.59%
325,995
-5,846
56
$68.3M 0.59%
341,608
-14,477
57
$64.9M 0.56%
600,148
+16,219
58
$64.6M 0.56%
327,375
-10,888
59
$64.1M 0.55%
1,288,798
-61,557
60
$63.6M 0.55%
25,891
-1,632
61
$63.3M 0.55%
304,238
+17,406
62
$61.7M 0.53%
654,219
-27,462
63
$61.6M 0.53%
787,600
+322,772
64
$60.8M 0.53%
718,660
+25,503
65
$57.5M 0.5%
415,668
+9,579
66
$56.9M 0.49%
748,545
+22,169
67
$56.5M 0.49%
521,760
+14,770
68
$55.4M 0.48%
80,467
-25,576
69
$55.2M 0.48%
1,370,030
+42,323
70
$54.6M 0.47%
1,686,406
+63,816
71
$54.4M 0.47%
850,606
+28,231
72
$53.7M 0.46%
648,907
+23,651
73
$53.7M 0.46%
548,095
+19,304
74
$53.1M 0.46%
408,499
+55,812
75
$52.8M 0.46%
216,879
-11,502
1 2
3
4 5