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
$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
1
$237M 2.98%
1,706,515
-45,069
2
$229M 2.88%
4,085,304
-21,276
3
$172M 2.16%
2,814,200
+4,940
4
$141M 1.77%
488,744
-10,544
5
$138M 1.73%
1,170,887
-5,864
6
$128M 1.62%
667,921
-10,181
7
$122M 1.53%
706,655
-28,275
8
$120M 1.51%
486,682
-4,151
9
$111M 1.4%
688,588
-9,748
10
$105M 1.32%
1,121,356
-21,400
11
$104M 1.31%
1,999,028
+35,793
12
$99.6M 1.25%
2,209,080
-19,275
13
$96.8M 1.22%
748,409
-21,389
14
$89.3M 1.12%
551,303
-8,645
15
$89.2M 1.12%
1,620,817
-11,815
16
$89M 1.12%
634,975
-2,555
17
$86.8M 1.09%
1,568,937
-48,350
18
$86.8M 1.09%
1,015,250
+37,190
19
$85.5M 1.07%
777,962
-6,976
20
$84.9M 1.07%
392,535
-6,330
21
$84.3M 1.06%
712,097
-169,725
22
$82.1M 1.03%
598,664
-4,718
23
$80.3M 1.01%
512,876
-11,240
24
$79.9M 1%
581,358
-5,471
25
$76.2M 0.96%
1,543,204
-18,445
1
2 3 4 5