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
351
$343K 0.01%
4,850
352
$332K 0.01%
2,183
-125
353
$329K 0.01%
+1,786
354
$323K 0.01%
+6,954
355
$320K 0.01%
51,900
+7,500
356
$314K ﹤0.01%
7,000
357
$288K ﹤0.01%
4,590
+600
358
$267K ﹤0.01%
6,899
359
$264K ﹤0.01%
2,225
-775
360
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2,445
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361
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2,964
-1,200
362
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+2,450
363
$245K ﹤0.01%
3,812
-50
364
$243K ﹤0.01%
4,587
365
$242K ﹤0.01%
3,800
366
$234K ﹤0.01%
3,634
367
$230K ﹤0.01%
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368
$229K ﹤0.01%
4,129
369
$227K ﹤0.01%
2,921
-129
370
$227K ﹤0.01%
1,476
371
$205K ﹤0.01%
+1,360
372
$203K ﹤0.01%
1,660
-135
373
$155K ﹤0.01%
10,000
374
– –
-398,863
375
– –
-10,466
12 13 14
15
16