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
251
$1.1M 0.02%
26,352
-5,250
252
$1.07M 0.02%
13,525
+425
253
$1.07M 0.02%
32,400
-4,625
254
$1.06M 0.02%
27,275
-12,825
255
$1.06M 0.02%
19,879
+6,414
256
$1.06M 0.02%
18,425
-612
257
$1.06M 0.02%
13,160
+6,835
258
$1.02M 0.01%
20,848
259
$984K 0.01%
26,725
-2,000
260
$973K 0.01%
12,397
-262
261
$965K 0.01%
14,918
+336
262
$926K 0.01%
38,281
263
$923K 0.01%
12,078
-175
264
$907K 0.01%
12,726
-556
265
$806K 0.01%
13,957
-743
266
$798K 0.01%
15,804
267
$795K 0.01%
13,627
-975
268
$769K 0.01%
18,342
269
$751K 0.01%
10,687
270
$748K 0.01%
15,089
+3,089
271
$714K 0.01%
67,050
+2,650
272
$712K 0.01%
4
273
$706K 0.01%
15,000
-84,578
274
$701K 0.01%
14,275
+1,450
275
$625K 0.01%
24,000
9 10
11
12 13