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
301
$1.09M 0.02%
23,600
+1,000
302
$1.08M 0.02%
18,407
+10,950
303
$1.02M 0.02%
47,138
-1,461
304
$1.01M 0.02%
12,200
-75
305
$1M 0.02%
6,890
-1,702
306
$947K 0.01%
3,725
-50
307
$921K 0.01%
15,383
+3,701
308
$910K 0.01%
23,434
-743
309
$892K 0.01%
14,205
-10
310
$875K 0.01%
3,484
+237
311
$863K 0.01%
5,518
+925
312
$858K 0.01%
17,840
+500
313
$848K 0.01%
19,524
-2,500
314
$844K 0.01%
2,694
-80
315
$824K 0.01%
3
316
$822K 0.01%
4,808
317
$802K 0.01%
4,500
318
$770K 0.01%
6,497
+290
319
$738K 0.01%
5,227
320
$736K 0.01%
29,054
-1,000
321
$700K 0.01%
5,291
-50
322
$690K 0.01%
6,911
323
$687K 0.01%
3,925
324
$684K 0.01%
2,706
-13
325
$679K 0.01%
7,937
-448
11 12
13
14 15