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
201
$9.79M 0.12%
220,621
+1,842
202
$9.49M 0.12%
127,100
+1,062
203
$9.31M 0.12%
85,027
+3,950
204
$9.29M 0.12%
100,329
+8,449
205
$8.85M 0.11%
424,182
+6,698
206
$8.84M 0.11%
128,463
-42,090
207
$8.4M 0.11%
159,898
+142,693
208
$8.14M 0.1%
88,675
+4,925
209
$8.11M 0.1%
222,179
+1,687
210
$8.1M 0.1%
1,063,014
+20,104
211
$8.07M 0.1%
156,702
-2,068
212
$8M 0.1%
94,392
+7,595
213
$7.93M 0.1%
280,886
+1,744
214
$7.8M 0.1%
72,374
+5,554
215
$7.77M 0.1%
179,441
+1,104
216
$7.56M 0.1%
21,211
+850
217
$7.54M 0.09%
102,390
+7,730
218
$7.45M 0.09%
109,330
+3,185
219
$7.29M 0.09%
44,106
-1,100
220
$7.06M 0.09%
53,009
+3,430
221
$7.01M 0.09%
94,314
+9,210
222
$6.55M 0.08%
85,427
+4,860
223
$6.5M 0.08%
23,856
-70
224
$6.19M 0.08%
232,875
+21,750
225
$6.18M 0.08%
37,980
+36,810
7 8
9
10 11