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
$5.39B
AUM Growth
-$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$23.7M
3
+$20.9M
4
DST
DST Systems Inc.
DST
+$18.6M
5
NHI icon
National Health Investors
NHI
+$17.8M

Top Sells

1
+$72.5M
2
+$42.9M
3
+$38.2M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$32.9M
5
FLO icon
Flowers Foods
FLO
+$32.9M

Sector Composition

1 Financials 18.5%
2 Healthcare 15.85%
3 Technology 14.25%
4 Industrials 12.91%
5 Consumer Discretionary 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$331K 0.01%
6,850
327
$312K 0.01%
7,184
-60
328
$306K 0.01%
9,040
329
$305K 0.01%
18,102
330
$296K 0.01%
1,501
331
$292K 0.01%
3,000
-200
332
$290K 0.01%
11,160
333
$284K 0.01%
1,506
334
$278K 0.01%
3,290
335
$271K 0.01%
6,265
336
$247K ﹤0.01%
2,550
337
$246K ﹤0.01%
5,450
338
$207K ﹤0.01%
8,200
-20,288
339
$206K ﹤0.01%
3,315
-1,020
340
$204K ﹤0.01%
4,200
-222
341
– –
-271,568
342
– –
-737,486
343
– –
-8,659
344
– –
-411,787
345
– –
-4,304
346
– –
-837,593
347
– –
-289,090
348
– –
-4,475
349
– –
-78,890
350
– –
-699,157
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14
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