BTW

Boston Trust Walden Portfolio holdings

AUM $13.2B
1-Year Est. Return 11.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.8%
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
+$58.9M
2
+$36.5M
3
+$18M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$17.6M
5
TXRH icon
Texas Roadhouse
TXRH
+$17.4M

Top Sells

1
+$37.2M
2
+$25.9M
3
+$23.4M
4
WW
WW International
WW
+$22.3M
5
FNGN
Financial Engines, Inc.
FNGN
+$22M

Sector Composition

1 Financials 17.3%
2 Industrials 14.96%
3 Technology 14.41%
4 Consumer Discretionary 11.28%
5 Healthcare 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$319K ﹤0.01%
6,600
302
$317K ﹤0.01%
4,164
303
$315K ﹤0.01%
4,875
+200
304
$310K ﹤0.01%
+7,500
305
$309K ﹤0.01%
+10,600
306
$292K ﹤0.01%
+5,683
307
$291K ﹤0.01%
6,503
308
$287K ﹤0.01%
2,506
309
$286K ﹤0.01%
4,000
-11,000
310
$280K ﹤0.01%
1,000
311
$279K ﹤0.01%
+17,904
312
$275K ﹤0.01%
1,000
313
$274K ﹤0.01%
4,920
314
$272K ﹤0.01%
7,244
315
$258K ﹤0.01%
1,601
316
$252K ﹤0.01%
+3,969
317
$252K ﹤0.01%
+3,700
318
$252K ﹤0.01%
6,265
319
$251K ﹤0.01%
3,000
320
$246K ﹤0.01%
3,100
321
$235K ﹤0.01%
3,400
322
$220K ﹤0.01%
4,800
323
$205K ﹤0.01%
9,600
-4,000
324
– –
-211,946
325
– –
-10,000
10 11 12
13
14