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
151
$26M 0.22%
213,721
+6,403
152
$25.9M 0.22%
230,642
+3,577
153
$25.8M 0.22%
320,684
+23,933
154
$25.5M 0.22%
156,383
+4,465
155
$25.4M 0.22%
386,411
+11,502
156
$24.7M 0.21%
248,941
+8,450
157
$23.7M 0.2%
268,494
-19,725
158
$23.7M 0.2%
307,245
+107,547
159
$22.9M 0.2%
455,198
+12,413
160
$22.6M 0.2%
289,203
+19,755
161
$22.4M 0.19%
522,283
+19,937
162
$22.2M 0.19%
212,064
+5,441
163
$22.1M 0.19%
183,155
-297,447
164
$21.9M 0.19%
78,456
-8,270
165
$20.6M 0.18%
361,309
+10,837
166
$20.6M 0.18%
69,634
-11,562
167
$20.5M 0.18%
139,502
+3,251
168
$20.4M 0.18%
440,652
+11,407
169
$20.3M 0.18%
88,005
+2,251
170
$20M 0.17%
31,813
+1,041
171
$19.7M 0.17%
244,530
-35,243
172
$19.2M 0.17%
306,233
+8,592
173
$18.9M 0.16%
250,958
-37,565
174
$18.7M 0.16%
146,910
-144,580
175
$17.7M 0.15%
154,879
+43,615
5 6
7
8 9