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
$6.85B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$62.3M
2
+$30.2M
3
+$19.1M
4
UNF icon
Unifirst Corp
UNF
+$19M
5
TXRH icon
Texas Roadhouse
TXRH
+$17.7M

Top Sells

1
+$37.2M
2
+$25.9M
3
+$25M
4
WW
WW International
WW
+$22.3M
5
FNGN
Financial Engines, Inc.
FNGN
+$22M

Sector Composition

1 Financials 17.3%
2 Technology 14.41%
3 Industrials 14.4%
4 Consumer Discretionary 11.28%
5 Healthcare 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.97M 0.03%
19,673
-474
227
$1.9M 0.03%
39,100
-1,650
228
$1.89M 0.03%
37,536
+2,166
229
$1.87M 0.03%
45,361
-20,285
230
$1.73M 0.03%
26,650
+850
231
$1.7M 0.02%
32,350
-75
232
$1.65M 0.02%
36,175
+1,050
233
$1.62M 0.02%
19,582
+1,982
234
$1.6M 0.02%
13,495
+325
235
$1.59M 0.02%
34,140
+500
236
$1.56M 0.02%
24,624
-9,413
237
$1.49M 0.02%
32,762
+1,586
238
$1.47M 0.02%
28,902
-402
239
$1.45M 0.02%
33,600
240
$1.41M 0.02%
17,138
+2,418
241
$1.4M 0.02%
26,456
-1,251
242
$1.38M 0.02%
24,000
-900
243
$1.37M 0.02%
35,280
+2,688
244
$1.28M 0.02%
25,186
+5,640
245
$1.26M 0.02%
42,600
+300
246
$1.22M 0.02%
26,760
-1,171
247
$1.2M 0.02%
40,500
248
$1.16M 0.02%
12,525
+75
249
$1.14M 0.02%
16,075
-150
250
$1.12M 0.02%
29,157
8 9
10
11 12