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
101
$22.1M 0.38%
493,780
-5,757
102
$21.8M 0.38%
422,896
-4,039
103
$21.7M 0.38%
1,063,174
-15,220
104
$21.6M 0.38%
824,444
-5,463
105
$21.4M 0.37%
510,484
-3,620
106
$21.1M 0.37%
523,764
+116,124
107
$20.9M 0.36%
167,183
-2,613
108
$20.8M 0.36%
404,633
-6,667
109
$20.3M 0.35%
177,396
+1,925
110
$20M 0.35%
715,054
-412,899
111
$19.8M 0.35%
327,303
+33,935
112
$19.7M 0.34%
540,570
-10,476
113
$19.6M 0.34%
791,386
-9,530
114
$19.6M 0.34%
294,858
-4,448
115
$19.5M 0.34%
299,189
+2,560
116
$19.2M 0.33%
1,062,488
+337,589
117
$19.1M 0.33%
373,909
-24,360
118
$18.7M 0.33%
245,622
+147,626
119
$18.6M 0.32%
+100,612
120
$18.6M 0.32%
530,588
+1,719
121
$18.4M 0.32%
393,469
-900
122
$18.3M 0.32%
360,132
+305,065
123
$18.2M 0.32%
437,032
-5,399
124
$18M 0.31%
497,817
-5,161
125
$17.6M 0.31%
436,250
-2,389
3 4
5
6 7