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
201
$6.73M 0.12%
330,773
+136,061
202
$6.7M 0.12%
+76,555
203
$6.59M 0.11%
59,387
-36,720
204
$6.49M 0.11%
336,587
+2,915
205
$6.16M 0.11%
95,357
+90
206
$6.15M 0.11%
+86,575
207
$6.14M 0.11%
184,625
-18,975
208
$6.08M 0.11%
141,317
-35,690
209
$6M 0.1%
103,686
+34,614
210
$5.98M 0.1%
455,217
-7,821
211
$5.94M 0.1%
217,134
+65,972
212
$5.89M 0.1%
+29,833
213
$5.86M 0.1%
70,672
-312
214
$5.82M 0.1%
80,741
+428
215
$5.82M 0.1%
148,478
-200
216
$5.66M 0.1%
174,382
-84
217
$5.66M 0.1%
7,099
+5,399
218
$5.64M 0.1%
228,529
-10,046
219
$5.62M 0.1%
41,298
-14,152
220
$5.22M 0.09%
194,016
-178,500
221
$5.21M 0.09%
70,134
+62,109
222
$5.12M 0.09%
50,169
+7,321
223
$5.02M 0.09%
102,923
+97,473
224
$4.97M 0.09%
223,807
+425
225
$4.86M 0.08%
56,142
-850
7 8
9
10 11