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
$6.72B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.2M
3
+$18M
4
SYNA icon
Synaptics
SYNA
+$17.4M
5
RES icon
RPC Inc
RES
+$14.7M

Top Sells

1
+$47.5M
2
+$35.4M
3
+$28.7M
4
TIBX
TIBCO SOFTWARE INC
TIBX
+$27.1M
5
CRR
Carbo Ceramics Inc.
CRR
+$25.7M

Sector Composition

1 Financials 17.14%
2 Technology 16.28%
3 Industrials 12.97%
4 Healthcare 12.65%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.69M 0.05%
52,236
-82,267
227
$3.62M 0.05%
31,319
-199
228
$3.55M 0.05%
97,792
+125
229
$3.54M 0.05%
65,353
+1,991
230
$3.1M 0.05%
36,046
+3,449
231
$2.9M 0.04%
54,607
+4,926
232
$2.73M 0.04%
92,414
233
$2.72M 0.04%
211,500
-15,750
234
$2.63M 0.04%
103,569
+2,549
235
$2.59M 0.04%
49,150
+3,700
236
$2.46M 0.04%
48,759
+4,725
237
$2.44M 0.04%
57,865
-800
238
$2.37M 0.04%
46,741
-157
239
$2.33M 0.03%
14,615
+600
240
$2.3M 0.03%
43,900
241
$2.19M 0.03%
31,750
242
$2.17M 0.03%
39,525
+125
243
$2.11M 0.03%
60,366
-34,842
244
$2.1M 0.03%
30,112
-3,600
245
$2.09M 0.03%
13,892
246
$2.03M 0.03%
49,050
-250
247
$2.02M 0.03%
22,425
+1,000
248
$2.01M 0.03%
48,050
+2,300
249
$1.92M 0.03%
26,482
-159
250
$1.88M 0.03%
53,100
8 9
10
11 12