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
101
$41.6M 0.36%
1,919,179
+72,898
102
$41.5M 0.36%
1,152,285
-918,581
103
$41.2M 0.36%
282,536
+45,362
104
$40.6M 0.35%
241,306
+6,744
105
$40.4M 0.35%
753,077
+22,617
106
$40.3M 0.35%
244,293
+11,200
107
$39.5M 0.34%
544,551
+21,956
108
$39.4M 0.34%
250,622
-66,095
109
$39.4M 0.34%
283,986
-4,151
110
$38.8M 0.33%
444,479
-67,324
111
$38.7M 0.33%
1,039,954
+24,940
112
$38.6M 0.33%
+121,316
113
$38.5M 0.33%
680,517
+18,502
114
$38.5M 0.33%
262,742
+8,285
115
$38.3M 0.33%
151,196
+6,627
116
$37.7M 0.33%
492,961
+92,980
117
$37.4M 0.32%
151,539
+28,197
118
$36.7M 0.32%
532,955
-29,122
119
$36.6M 0.32%
200,431
+6,251
120
$36.4M 0.31%
364,259
-1,436
121
$36.2M 0.31%
219,479
-17,180
122
$35.5M 0.31%
238,617
-4,670
123
$35.3M 0.3%
583,937
+21,175
124
$35.2M 0.3%
174,282
+33,693
125
$35.2M 0.3%
227,026
+6,129
3 4
5
6 7