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
176
$9.93M 0.17%
155,222
-3,459
177
$9.91M 0.17%
125,057
+14,776
178
$9.68M 0.17%
269,505
-5,730
179
$9.53M 0.17%
173,288
-620
180
$9.39M 0.16%
+145,409
181
$9.23M 0.16%
147,265
-38,264
182
$9.08M 0.16%
597,847
-680,403
183
$9.02M 0.16%
306,750
184
$8.98M 0.16%
76,538
+6,322
185
$8.78M 0.15%
81,405
-53,565
186
$8.77M 0.15%
405,207
-3,356
187
$8.76M 0.15%
82,787
+1,170
188
$8.65M 0.15%
314,303
-2,599
189
$8.52M 0.15%
373,251
+100,320
190
$8.44M 0.15%
254,941
+39,023
191
$8.37M 0.15%
+479,740
192
$8.17M 0.14%
376,236
-62,898
193
$7.97M 0.14%
207,132
-3,324
194
$7.72M 0.13%
67,823
-730
195
$7.67M 0.13%
+126,988
196
$7.48M 0.13%
363,251
-6,279
197
$7.42M 0.13%
48,992
-4,806
198
$7.37M 0.13%
76,285
+6,785
199
$7.34M 0.13%
+65,280
200
$6.94M 0.12%
387,912
+46,156
6 7
8
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