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
251
$3.15M 0.05%
22,590
-2,685
252
$3.13M 0.05%
34,210
-5,096
253
$3.09M 0.05%
37,250
-50
254
$3.04M 0.05%
18,575
-93
255
$3.04M 0.05%
25,669
+569
256
$2.93M 0.05%
15,723
+310
257
$2.91M 0.05%
80,000
+15,000
258
$2.89M 0.05%
58,454
-22,636
259
$2.84M 0.04%
29,064
+750
260
$2.68M 0.04%
34,895
+1,225
261
$2.68M 0.04%
50,180
-1,480
262
$2.62M 0.04%
182,625
+6,300
263
$2.6M 0.04%
+10,661
264
$2.58M 0.04%
128,300
-1,250
265
$2.37M 0.04%
95,892
266
$2.34M 0.04%
112,452
-271,189
267
$2.33M 0.04%
22,646
-2
268
$2.33M 0.04%
28,745
269
$2.31M 0.04%
25,962
-150
270
$2.28M 0.04%
50,602
-1,418
271
$2.25M 0.04%
34,940
+4,700
272
$2.21M 0.03%
53,490
-550
273
$2.18M 0.03%
42,140
-3,160
274
$2.17M 0.03%
62,414
-552
275
$2.15M 0.03%
+60,297
9 10
11
12 13