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
276
$2.12M 0.03%
16,050
+750
277
$2.06M 0.03%
27,855
+1,578
278
$2.04M 0.03%
25,600
+300
279
$1.94M 0.03%
13,072
-8,776
280
$1.9M 0.03%
34,037
+1,450
281
$1.85M 0.03%
100,075
282
$1.83M 0.03%
25,020
+818
283
$1.82M 0.03%
34,586
+6,620
284
$1.8M 0.03%
40,500
285
$1.77M 0.03%
18,900
286
$1.73M 0.03%
27,341
287
$1.72M 0.03%
17,394
-350
288
$1.71M 0.03%
80,572
289
$1.6M 0.02%
20,732
290
$1.57M 0.02%
31,112
+50
291
$1.57M 0.02%
24,839
-83
292
$1.54M 0.02%
15,400
293
$1.52M 0.02%
27,587
+1,187
294
$1.46M 0.02%
27,723
+500
295
$1.45M 0.02%
22,160
296
$1.3M 0.02%
31,500
297
$1.3M 0.02%
20,326
+836
298
$1.16M 0.02%
7,740
+650
299
$1.15M 0.02%
18,545
-336,677
300
$1.13M 0.02%
14,082
+1,680
10 11
12
13 14