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
151
$16.6M 0.21%
145,979
+39,435
152
$16.5M 0.21%
645,724
-37,995
153
$16.4M 0.21%
355,848
+2,175
154
$16.2M 0.2%
369,436
+4,404
155
$15.9M 0.2%
12,694
+27
156
$15.9M 0.2%
166,586
+987
157
$15.7M 0.2%
191,829
+17,017
158
$15.7M 0.2%
313,871
+20,378
159
$15.4M 0.19%
125,467
+9,562
160
$15.4M 0.19%
117,649
+787
161
$15.2M 0.19%
332,396
+1,714
162
$15M 0.19%
607,095
+48,792
163
$15M 0.19%
118,939
+920
164
$15M 0.19%
311,967
+27,882
165
$14.9M 0.19%
69,409
-862
166
$14.6M 0.18%
329,810
+27,213
167
$14.4M 0.18%
104,077
-45,246
168
$14.4M 0.18%
123,216
+9,514
169
$14.3M 0.18%
87,597
+150
170
$14.3M 0.18%
174,267
-104,279
171
$14.2M 0.18%
563,004
+169,281
172
$14M 0.18%
+292,507
173
$13.8M 0.17%
289,123
+31,721
174
$13.8M 0.17%
84,337
+1,018
175
$13.8M 0.17%
201,200
+1,274
5 6
7
8 9