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
76
$52.1M 0.45%
1,060,444
-75,551
77
$51M 0.44%
1,576,330
+297,885
78
$50.9M 0.44%
916,965
-428,092
79
$50.4M 0.43%
346,289
+22,085
80
$49.9M 0.43%
129,596
+6,273
81
$49.2M 0.42%
366,431
-13,814
82
$48.8M 0.42%
181,852
+65,158
83
$48.4M 0.42%
31,653
-6,120
84
$48M 0.41%
757,002
+22,389
85
$47M 0.41%
644,966
+29,953
86
$46.6M 0.4%
279,870
-12,994
87
$46.6M 0.4%
355,347
-7,700
88
$46.6M 0.4%
243,622
+7,479
89
$46.4M 0.4%
568,661
+12,420
90
$46.2M 0.4%
2,093,309
+124,125
91
$46.1M 0.4%
257,431
+7,581
92
$45.6M 0.39%
474,929
+9,300
93
$45.6M 0.39%
658,769
-3,904
94
$45.3M 0.39%
411,055
+9,013
95
$44.4M 0.38%
218,856
+6,779
96
$44.2M 0.38%
199,023
+3,978
97
$43.6M 0.38%
469,390
-43,306
98
$43.5M 0.38%
243,348
-1,679
99
$42.9M 0.37%
455,468
+14,730
100
$42.5M 0.37%
736,431
-275,371
2 3
4
5 6