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
326
-433,035
327
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328
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329
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330
-79,500
331
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332
-596,806
333
-8,959
334
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-370,091
336
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337
-11,330