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
76
$25.1M 0.44%
429,237
+640
77
$25M 0.43%
654,680
-4,580
78
$24.8M 0.43%
491,664
+22,873
79
$24.8M 0.43%
513,016
+51,828
80
$24.8M 0.43%
631,602
-6,961
81
$24.6M 0.43%
195,361
-3,610
82
$24.4M 0.43%
172,218
+15,545
83
$24.4M 0.43%
418,828
+72,275
84
$24.1M 0.42%
117,700
-7,138
85
$24.1M 0.42%
905,486
+178,350
86
$23.4M 0.41%
304,753
-1,479
87
$23.3M 0.41%
725,307
-9,371
88
$23.1M 0.4%
250,394
+5,060
89
$23M 0.4%
528,470
-206,898
90
$23M 0.4%
+909,268
91
$23M 0.4%
185,338
-539
92
$22.8M 0.4%
421,044
-2,746
93
$22.7M 0.4%
170,385
-8,113
94
$22.6M 0.39%
1,098,713
+240,840
95
$22.3M 0.39%
267,295
-50,300
96
$22.3M 0.39%
400,191
+68,806
97
$22.3M 0.39%
516,748
-4,414
98
$22.2M 0.39%
2,144,145
-523,365
99
$22.1M 0.39%
480,310
-5,690
100
$22.1M 0.39%
+171,718
2 3
4
5 6