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
76
$31.6M 0.4%
204,086
-20,485
77
$31.6M 0.4%
158,781
-85,671
78
$31.2M 0.39%
1,347,178
+40,382
79
$30.9M 0.39%
917,703
+127,521
80
$30.8M 0.39%
1,025,219
+125,473
81
$29.5M 0.37%
657,183
+184,262
82
$29.3M 0.37%
534,123
+80,632
83
$29.1M 0.37%
278,941
-33,484
84
$28M 0.35%
736,106
+260,230
85
$27.5M 0.35%
548,598
+34,069
86
$27.5M 0.35%
179,003
+6,763
87
$27.4M 0.35%
885,406
+137,056
88
$27.4M 0.34%
529,404
+3,374
89
$26.4M 0.33%
13,473
+24
90
$26.4M 0.33%
464,847
+16,704
91
$26.3M 0.33%
250,251
+1,942
92
$25.7M 0.32%
322,951
+17,853
93
$25.4M 0.32%
726,555
+22,690
94
$25.3M 0.32%
474,825
+6,446
95
$25.2M 0.32%
389,912
+13,761
96
$25M 0.31%
553,228
+18,258
97
$24.6M 0.31%
245,869
-1,475
98
$24.1M 0.3%
1,167,289
+2,589
99
$23.9M 0.3%
455,343
+22,839
100
$23.7M 0.3%
254,867
+11,682
2 3
4
5 6