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
$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
126
$34.9M 0.3%
239,008
+6,587
127
$34.6M 0.3%
259,898
+7,761
128
$34.4M 0.3%
144,015
-4,125
129
$34.3M 0.3%
279,029
+68,718
130
$34.3M 0.3%
407,950
+12,294
131
$33.1M 0.29%
271,616
-53,495
132
$32.9M 0.28%
186,505
+5,080
133
$32.4M 0.28%
618,963
+35,173
134
$32.3M 0.28%
290,408
+7,235
135
$31.6M 0.27%
273,624
+9,819
136
$30.5M 0.26%
884,736
-304,487
137
$30.1M 0.26%
494,656
+21,698
138
$29.8M 0.26%
245,051
+6,453
139
$29.6M 0.26%
264,481
-17,565
140
$29.6M 0.26%
463,570
+1,875
141
$29.3M 0.25%
272,002
+8,137
142
$28.9M 0.25%
337,946
+8,234
143
$28.7M 0.25%
89,866
-27,126
144
$28.6M 0.25%
548,527
-118,758
145
$28.4M 0.24%
+220,693
146
$27.3M 0.24%
181,086
+5,183
147
$27.1M 0.23%
953,792
-266,327
148
$26.8M 0.23%
858,543
+42,332
149
$26.7M 0.23%
86,397
+17
150
$26M 0.22%
102,368
-24,230
4 5
6
7 8