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
176
$17.1M 0.15%
395,623
+11,284
177
$16.8M 0.15%
221,435
-7,022
178
$16.8M 0.15%
46,930
-8,615
179
$16.6M 0.14%
576,680
+2,405
180
$14.7M 0.13%
88,288
+10,530
181
$13.7M 0.12%
665,556
+21,113
182
$13.6M 0.12%
247,110
-9,130
183
$13.5M 0.12%
204,257
+5,905
184
$13.3M 0.11%
178,524
-29,305
185
$13.2M 0.11%
233,340
-25,500
186
$12.7M 0.11%
153,726
-890
187
$12.3M 0.11%
315,014
-66,900
188
$12.2M 0.11%
54,461
-6,875
189
$12M 0.1%
344,923
+10,491
190
$11.7M 0.1%
277,880
+42,200
191
$11.3M 0.1%
67,530
+9,815
192
$11.1M 0.1%
85,742
+1,160
193
$11.1M 0.1%
61,280
-201
194
$11M 0.1%
248,370
-33,630
195
$10.9M 0.09%
44,326
-110,175
196
$10.7M 0.09%
32,179
+125
197
$10.4M 0.09%
29,910
-4,605
198
$9.88M 0.09%
40,855
-6,850
199
$9.83M 0.08%
118,167
-3,150
200
$9.64M 0.08%
26,959
-4,098
6 7
8
9 10