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
151
$14.3M 0.25%
813,266
+252,311
152
$14.3M 0.25%
396,555
+117,640
153
$14.2M 0.25%
198,465
-1,799
154
$14M 0.24%
200,138
+5,846
155
$14M 0.24%
315,908
-2,226
156
$14M 0.24%
146,368
-34,625
157
$13.9M 0.24%
352,952
-155,881
158
$13.6M 0.24%
430,146
-3,092
159
$13.6M 0.24%
574,348
+185,700
160
$13.3M 0.23%
211,629
+16,173
161
$13.1M 0.23%
922,411
-6,511
162
$12.8M 0.22%
887,939
+144,563
163
$12.6M 0.22%
171,444
-24,650
164
$12.6M 0.22%
262,348
-44,003
165
$12M 0.21%
206,997
-1,332
166
$11.7M 0.2%
126,930
+101,860
167
$11.4M 0.2%
296,115
-3,082
168
$11.3M 0.2%
297,201
-161,521
169
$10.9M 0.19%
356,168
+141,755
170
$10.5M 0.18%
455,004
-5,873
171
$10.5M 0.18%
214,529
+21,175
172
$10.5M 0.18%
160,530
-15,650
173
$10.4M 0.18%
130,725
-134,428
174
$10.4M 0.18%
564,468
-2,226
175
$10M 0.17%
25,381
-574
5 6
7
8 9