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
$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
126
$19.5M 0.24%
604,017
+27,918
127
$19.4M 0.24%
245,632
+1,385
128
$19.3M 0.24%
302,858
+65,326
129
$19.3M 0.24%
138,991
+12,471
130
$19.2M 0.24%
144,751
+1,491
131
$18.8M 0.24%
126,314
-142,271
132
$18.7M 0.24%
804,456
+14,494
133
$18.3M 0.23%
82,560
+5,929
134
$18.3M 0.23%
172,099
+45,704
135
$18.2M 0.23%
+162,995
136
$18.2M 0.23%
160,010
+10,579
137
$18.2M 0.23%
247,908
-2,100
138
$17.9M 0.22%
495,325
+37,950
139
$17.8M 0.22%
265,876
-21,462
140
$17.7M 0.22%
16,353
-357
141
$17.7M 0.22%
43,010
-1,456
142
$17.7M 0.22%
391,320
+2,254
143
$17.4M 0.22%
263,748
+4,675
144
$17.2M 0.22%
230,309
+90,202
145
$17.2M 0.22%
143,970
+12,629
146
$17.1M 0.21%
1,273,420
+5,325
147
$17M 0.21%
408,158
+29,317
148
$16.9M 0.21%
124,809
+10,245
149
$16.8M 0.21%
364,789
+17,037
150
$16.7M 0.21%
536,521
+19,086
4 5
6
7 8