BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
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
126
$17.5M 0.31%
+451,598
127
$17.4M 0.3%
333,219
-3,707
128
$17.4M 0.3%
401,959
+3,094
129
$17.3M 0.3%
289,300
+281,195
130
$17.2M 0.3%
345,346
-2,358
131
$17M 0.3%
802,076
-13,640
132
$16.9M 0.29%
197,846
-950
133
$16.8M 0.29%
366,267
-5,298
134
$16.8M 0.29%
198,312
-2,891
135
$16.8M 0.29%
208,953
+41,584
136
$16.8M 0.29%
182,811
-35,993
137
$16.8M 0.29%
1,505,910
-21,414
138
$16.7M 0.29%
240,452
-83,418
139
$16.5M 0.29%
596,065
-109,631
140
$16.3M 0.28%
61,578
+273
141
$15.5M 0.27%
501,458
+2,547
142
$15.3M 0.27%
169,442
+36,835
143
$15.1M 0.26%
490,276
+2,306
144
$15.1M 0.26%
453,872
-5,727
145
$15.1M 0.26%
565,287
-508,134
146
$15M 0.26%
1,070,565
-16,545
147
$14.9M 0.26%
1,840,444
+453,174
148
$14.8M 0.26%
480,196
-8,591
149
$14.5M 0.25%
290,974
-25,100
150
$14.4M 0.25%
186,625
-1,505
4 5
6
7 8