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
$6.42B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$19.5M
3
+$16.8M
4
MZTI
The Marzetti Company
MZTI
+$16.1M
5
CUBE icon
CubeSmart
CUBE
+$14.7M

Top Sells

1
+$25.9M
2
+$22.7M
3
+$20.9M
4
DFT
DuPont Fabros Technology Inc.
DFT
+$19.9M
5
NHI icon
National Health Investors
NHI
+$17.4M

Sector Composition

1 Financials 19.49%
2 Healthcare 15.61%
3 Technology 14.64%
4 Industrials 12.9%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.76M 0.07%
43,840
+481
227
$4.39M 0.07%
56,915
+830
228
$4.39M 0.07%
66,415
+1,190
229
$4.29M 0.07%
98,501
+11,672
230
$4.17M 0.06%
32,432
+1,720
231
$4.11M 0.06%
138,996
-8,666
232
$4M 0.06%
17,356
+3,195
233
$3.99M 0.06%
49,746
-124
234
$3.96M 0.06%
67,850
+3,750
235
$3.88M 0.06%
50,399
236
$3.8M 0.06%
61,560
+3,575
237
$3.79M 0.06%
33,353
+11,015
238
$3.75M 0.06%
62,539
+14,160
239
$3.71M 0.06%
32,055
-1,472
240
$3.46M 0.05%
44,780
+780
241
$3.44M 0.05%
24,816
-6,350
242
$3.38M 0.05%
30,800
243
$3.34M 0.05%
25,730
+3,911
244
$3.3M 0.05%
97,319
+95
245
$3.29M 0.05%
+74,449
246
$3.28M 0.05%
80,759
+50
247
$3.25M 0.05%
58,747
-361
248
$3.24M 0.05%
27,544
249
$3.24M 0.05%
+58,404
250
$3.15M 0.05%
73,056
-23,965
8 9
10
11 12