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
176
$13.7M 0.17%
70,926
-90,806
177
$13.5M 0.17%
121,784
+9,929
178
$13.2M 0.17%
162,596
+959
179
$13.1M 0.16%
35,965
+179
180
$12.9M 0.16%
141,671
+1,385
181
$12.9M 0.16%
242,953
+2,055
182
$12.8M 0.16%
244,635
+73,804
183
$12.7M 0.16%
149,600
+15,651
184
$12.5M 0.16%
59,909
+16,411
185
$12.5M 0.16%
188,969
-1,850
186
$12.3M 0.16%
333,241
+2,182
187
$12.2M 0.15%
423,109
+8,856
188
$12M 0.15%
145,151
+15,350
189
$12M 0.15%
145,804
+12,221
190
$11.8M 0.15%
134,237
+12,459
191
$11.4M 0.14%
78,367
+6,626
192
$11.4M 0.14%
129,575
+1,034
193
$11.2M 0.14%
158,532
+13,829
194
$11.2M 0.14%
244,014
+2,983
195
$11M 0.14%
+204,060
196
$10.8M 0.14%
262,676
+2,277
197
$10.6M 0.13%
492,408
+45,406
198
$10.6M 0.13%
219,317
+3,753
199
$10.3M 0.13%
13,244
+142
200
$9.89M 0.12%
125,433
+1,912
6 7
8
9 10