BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
1
$96.4M 1.68%
3,536,628
+54,936
2
$96M 1.67%
1,737,924
+6,815
3
$82.1M 1.43%
759,134
-626
4
$81.7M 1.42%
+707,949
5
$81.3M 1.42%
1,322,906
-129,493
6
$79.4M 1.38%
503,603
-7,070
7
$72.9M 1.27%
312,143
+3,345
8
$71.1M 1.24%
350,718
-2,730
9
$70.7M 1.23%
962,500
-7,885
10
$70.6M 1.23%
476,465
-9,235
11
$70.3M 1.22%
845,151
-2,875
12
$68.4M 1.19%
490,901
-269
13
$65M 1.13%
994,016
-132,108
14
$63.3M 1.1%
618,350
-11,155
15
$62.6M 1.09%
1,679,400
+173,280
16
$58.7M 1.02%
1,013,158
-46,745
17
$58.1M 1.01%
647,818
-125
18
$57.8M 1.01%
1,892,348
+97,726
19
$56.4M 0.98%
952,415
+21,375
20
$56.1M 0.98%
547,466
-7,710
21
$53.3M 0.93%
1,303,223
+21,350
22
$52.4M 0.91%
685,571
+12,637
23
$49.8M 0.87%
+418,237
24
$49.2M 0.86%
627,926
-322,604
25
$49.1M 0.85%
586,892
-65,325
1
2 3 4 5