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
326
$639K 0.01%
11,353
-250
327
$630K 0.01%
17,188
328
$593K 0.01%
13,330
329
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330
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331
$573K 0.01%
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332
$559K 0.01%
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333
$548K 0.01%
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334
$525K 0.01%
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335
$513K 0.01%
8,700
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336
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337
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2,663
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338
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339
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340
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341
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342
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343
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345
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346
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347
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348
$362K 0.01%
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349
$358K 0.01%
7,260
+1,280
350
$350K 0.01%
12,002
12 13
14
15 16