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
276
$622K 0.01%
9,263
+183
277
$609K 0.01%
15,321
+3,318
278
$608K 0.01%
7,200
279
$594K 0.01%
12,859
280
$588K 0.01%
6,200
281
$568K 0.01%
6,779
+3,750
282
$536K 0.01%
3,927
283
$532K 0.01%
4,500
284
$529K 0.01%
5,400
285
$511K 0.01%
8,708
286
$489K 0.01%
5,263
287
$464K 0.01%
7,750
-7,400
288
$446K 0.01%
40,000
289
$428K 0.01%
4,708
290
$400K 0.01%
6,483
-411
291
$384K 0.01%
4,410
+284
292
$379K 0.01%
4,830
293
$369K 0.01%
5,700
294
$361K 0.01%
4,498
295
$357K 0.01%
2,775
296
$348K 0.01%
3,125
297
$340K 0.01%
6,400
298
$332K ﹤0.01%
8,050
299
$331K ﹤0.01%
4,840
300
$325K ﹤0.01%
7,900
-400
10 11
12
13 14