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
$6.85B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$62.3M
2
+$30.2M
3
+$19.1M
4
UNF icon
Unifirst Corp
UNF
+$19M
5
TXRH icon
Texas Roadhouse
TXRH
+$17.7M

Top Sells

1
+$37.2M
2
+$25.9M
3
+$25M
4
WW
WW International
WW
+$22.3M
5
FNGN
Financial Engines, Inc.
FNGN
+$22M

Sector Composition

1 Financials 17.3%
2 Technology 14.41%
3 Industrials 14.4%
4 Consumer Discretionary 11.28%
5 Healthcare 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59.1M 0.86%
725,937
-6,426
27
$58.7M 0.86%
828,062
+1,077
28
$58.4M 0.85%
541,821
-5,626
29
$58.1M 0.85%
1,711,477
-104,391
30
$57.9M 0.85%
494,003
-1,599
31
$56.7M 0.83%
835,541
-23,203
32
$55.8M 0.81%
3,216,288
-213,392
33
$54.6M 0.8%
657,956
-5,313
34
$54.1M 0.79%
571,849
-39,769
35
$53.9M 0.79%
588,957
-8,342
36
$53.9M 0.79%
871,285
+50,044
37
$53.9M 0.79%
724,359
-13,523
38
$53.4M 0.78%
266,694
+34,851
39
$53.2M 0.78%
706,304
-67,531
40
$52.7M 0.77%
2,665,538
-137,462
41
$52.4M 0.77%
194,735
-8,706
42
$52.3M 0.76%
291,797
-20,125
43
$52M 0.76%
808,734
-57,202
44
$51.7M 0.75%
386,018
-8,307
45
$51.4M 0.75%
1,343,209
-1,514
46
$50.4M 0.74%
479,829
-8,365
47
$49.4M 0.72%
1,063,069
-72,140
48
$48.4M 0.71%
1,734,662
-477,206
49
$48.1M 0.7%
1,284,912
-16,260
50
$47.9M 0.7%
855,174
+59,345
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