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
$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
251
$1.81M 0.03%
17,350
252
$1.8M 0.03%
22,250
-200
253
$1.79M 0.03%
40,800
-225
254
$1.7M 0.03%
48,821
+135
255
$1.7M 0.03%
20,308
+265
256
$1.69M 0.03%
16,139
-29
257
$1.69M 0.03%
63,000
+600
258
$1.66M 0.02%
17,381
+945
259
$1.66M 0.02%
37,862
+2,400
260
$1.61M 0.02%
24,646
-700
261
$1.61M 0.02%
34,850
262
$1.58M 0.02%
23,625
+1,300
263
$1.57M 0.02%
61,350
+4,100
264
$1.55M 0.02%
50,400
265
$1.53M 0.02%
36,350
+2,300
266
$1.48M 0.02%
2,395
+230
267
$1.47M 0.02%
52,419
+14,138
268
$1.45M 0.02%
18,962
269
$1.42M 0.02%
40,500
270
$1.42M 0.02%
8,350
+600
271
$1.39M 0.02%
15,016
272
$1.37M 0.02%
22,425
+1,600
273
$1.35M 0.02%
8,675
+300
274
$1.23M 0.02%
12,025
+1,000
275
$1.22M 0.02%
19,125
-150
9 10
11
12 13