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
26
$56.8M 0.84%
849,213
-2,349
27
$56.8M 0.84%
680,773
-99,816
28
$56.3M 0.84%
463,284
-21,597
29
$54.3M 0.81%
1,151,252
-6,470
30
$53.3M 0.79%
1,183,924
+142,240
31
$50.8M 0.76%
599,772
+169,670
32
$50.3M 0.75%
1,133,298
-75,224
33
$49.4M 0.73%
1,278,072
-148,355
34
$48.8M 0.73%
702,738
-176,930
35
$48M 0.72%
778,268
-93,990
36
$48M 0.71%
620,531
-15,037
37
$47.9M 0.71%
430,569
-5,660
38
$47.9M 0.71%
524,635
+21,970
39
$47.8M 0.71%
2,437,649
-125,782
40
$47.8M 0.71%
690,469
-2,005
41
$47.4M 0.71%
479,604
-21,102
42
$47.2M 0.7%
1,790,763
+107,915
43
$46.8M 0.7%
883,609
-37,273
44
$45.2M 0.67%
1,096,207
-39,757
45
$44.9M 0.67%
649,753
-4,961
46
$44.8M 0.67%
481,080
+55,065
47
$44.5M 0.66%
373,696
+6,006
48
$44.3M 0.66%
+682,719
49
$43.7M 0.65%
1,170,273
-55,598
50
$43.1M 0.64%
1,705,985
-57,515
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