BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.72B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.2M
3
+$18M
4
SYNA icon
Synaptics
SYNA
+$17.4M
5
RES icon
RPC Inc
RES
+$14.7M

Top Sells

1
+$47.5M
2
+$35.4M
3
+$28.7M
4
TIBX
TIBCO SOFTWARE INC
TIBX
+$27.1M
5
CRR
Carbo Ceramics Inc.
CRR
+$25.7M

Sector Composition

1 Financials 17.14%
2 Technology 16.28%
3 Industrials 12.97%
4 Healthcare 12.65%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$367K 0.01%
4,320
-520
327
$336K 0.01%
18,802
328
$329K ﹤0.01%
2,550
329
$312K ﹤0.01%
1,501
330
$308K ﹤0.01%
5,494
-13,100
331
$296K ﹤0.01%
4,354
332
$296K ﹤0.01%
2,006
333
$279K ﹤0.01%
3,031
334
$278K ﹤0.01%
+6,780
335
$258K ﹤0.01%
3,000
336
$255K ﹤0.01%
9,600
337
$245K ﹤0.01%
4,590
-255
338
$245K ﹤0.01%
6,265
339
$219K ﹤0.01%
6,371
340
– –
-434,430
341
– –
-19,515
342
– –
-42,319
343
– –
-2,530,704
344
– –
-1,147,849
10 11 12 13
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