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
$6.42B
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
26
$60.7M 0.95%
427,607
-646
27
$58M 0.9%
499,689
+18,568
28
$56.6M 0.88%
471,554
+9,355
29
$55.5M 0.86%
603,902
+46,495
30
$53.4M 0.83%
1,162,464
+111,400
31
$52.5M 0.82%
812,767
-123,802
32
$51.4M 0.8%
1,528,062
+20,620
33
$48.8M 0.76%
815,711
+125,080
34
$48.7M 0.76%
538,435
+390
35
$47.7M 0.74%
439,090
+36,390
36
$47.6M 0.74%
265,396
-10,524
37
$47.6M 0.74%
259,392
+20,380
38
$47.4M 0.74%
495,637
+270
39
$46.2M 0.72%
763,631
+57,897
40
$45.5M 0.71%
846,563
+45,295
41
$45.2M 0.7%
590,240
-224,612
42
$43.6M 0.68%
598,760
-2,483
43
$42.7M 0.67%
580,487
-5,356
44
$42.5M 0.66%
518,065
-32,966
45
$42.2M 0.66%
463,743
-33,578
46
$42.1M 0.66%
688,908
+11,214
47
$41.2M 0.64%
510,098
+6,355
48
$39.9M 0.62%
513,546
+10,461
49
$39M 0.61%
620,777
-10,548
50
$39M 0.61%
429,970
-99,640
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