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
201
$9.37M 0.08%
109,698
-15,855
202
$9.28M 0.08%
97,090
+7,700
203
$9.2M 0.08%
63,305
-205
204
$9M 0.08%
222,883
-6,475
205
$8.91M 0.08%
23,691
+282
206
$8.79M 0.08%
167,941
+11,981
207
$8.16M 0.07%
104,081
-200
208
$8.09M 0.07%
27,585
-160
209
$8.07M 0.07%
222,964
+6,359
210
$7.95M 0.07%
243,190
-40,200
211
$7.87M 0.07%
55,610
-7,965
212
$7.76M 0.07%
14,220
-4,620
213
$7.66M 0.07%
229,681
+6,233
214
$7.61M 0.07%
40,903
-9,685
215
$7.05M 0.06%
122,838
+23,240
216
$6.98M 0.06%
36,396
-125
217
$6.3M 0.05%
17,717
+48
218
$6.22M 0.05%
52,037
-85
219
$6.13M 0.05%
70,385
-44,880
220
$6.09M 0.05%
83,455
+825
221
$6.04M 0.05%
48,125
+2,440
222
$5.71M 0.05%
201,000
223
$5.46M 0.05%
+262,636
224
$5.4M 0.05%
132,216
+2,270
225
$5.32M 0.05%
87,384
-11,566
7 8
9
10 11