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
101
$23.5M 0.3%
96,705
+7,996
102
$23.4M 0.29%
395,104
+28,283
103
$23.3M 0.29%
207,364
+1,740
104
$23M 0.29%
165,105
+46,567
105
$22.6M 0.28%
288,932
-4,492
106
$22.6M 0.28%
154,348
+7,613
107
$22.4M 0.28%
325,857
+23,661
108
$22.3M 0.28%
180,807
+14,785
109
$22.1M 0.28%
502,968
-98,428
110
$21.8M 0.27%
128,551
-445
111
$21.6M 0.27%
423,292
+118,336
112
$21.6M 0.27%
452,095
+1,103
113
$21.2M 0.27%
226,076
+975
114
$21M 0.26%
504,784
+36,394
115
$21M 0.26%
785,623
+37,106
116
$20.9M 0.26%
176,328
-3,596
117
$20.4M 0.26%
371,596
+406
118
$20.3M 0.25%
221,934
+17,788
119
$20.3M 0.25%
140,239
+10,146
120
$19.8M 0.25%
135,799
+662
121
$19.8M 0.25%
141,288
+10,405
122
$19.8M 0.25%
412,529
+14,963
123
$19.7M 0.25%
1,142,037
+931,357
124
$19.7M 0.25%
491,246
+264,437
125
$19.6M 0.25%
263,668
+21,764
3 4
5
6 7