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
$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
1
$416M 3.59%
1,442,908
-54,331
2
$379M 3.27%
2,300,331
-215,489
3
$183M 1.58%
639,572
-1,522
4
$172M 1.48%
2,630,900
+25,960
5
$167M 1.44%
1,612,864
-487
6
$164M 1.41%
1,255,451
-60,126
7
$164M 1.41%
1,383,650
+132,088
8
$154M 1.33%
995,645
+13,258
9
$153M 1.32%
680,151
-11,568
10
$147M 1.27%
295,114
-11,417
11
$143M 1.23%
302,346
+23,758
12
$140M 1.21%
1,343,439
-52,740
13
$129M 1.11%
665,848
+70,763
14
$126M 1.09%
440,948
-16,567
15
$125M 1.08%
622,032
+70,498
16
$124M 1.07%
679,948
+35,390
17
$123M 1.06%
398,101
-6,245
18
$117M 1.01%
953,961
-23,195
19
$112M 0.96%
1,196,268
-81,748
20
$109M 0.94%
489,042
-18,249
21
$107M 0.92%
198,464
+4,928
22
$107M 0.92%
2,814,367
+182,162
23
$106M 0.91%
562,635
+15,193
24
$101M 0.87%
406,070
-34,456
25
$97.7M 0.84%
340,154
-21,369
1
2 3 4 5