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
301
$320K ﹤0.01%
8,000
302
$319K ﹤0.01%
6,600
303
$317K ﹤0.01%
4,164
304
$315K ﹤0.01%
4,875
+200
305
$310K ﹤0.01%
+7,500
306
$309K ﹤0.01%
+10,600
307
$292K ﹤0.01%
+5,683
308
$291K ﹤0.01%
6,503
309
$287K ﹤0.01%
2,506
310
$286K ﹤0.01%
4,000
-11,000
311
$280K ﹤0.01%
1,000
312
$279K ﹤0.01%
+17,904
313
$275K ﹤0.01%
1,000
314
$274K ﹤0.01%
4,920
315
$272K ﹤0.01%
7,244
316
$258K ﹤0.01%
1,601
317
$252K ﹤0.01%
6,265
318
$252K ﹤0.01%
+3,969
319
$252K ﹤0.01%
+3,700
320
$251K ﹤0.01%
3,000
321
$246K ﹤0.01%
3,100
322
$235K ﹤0.01%
3,400
323
$220K ﹤0.01%
4,800
324
$205K ﹤0.01%
9,600
-4,000
325
– –
-211,946
10 11 12
13
14