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
51
$47.8M 0.7%
352,591
-11,045
52
$47.1M 0.69%
1,196,850
-67,030
53
$47M 0.69%
665,852
-21,808
54
$46.8M 0.68%
1,047,559
-66,220
55
$46.5M 0.68%
959,269
+46,316
56
$45.7M 0.67%
807,664
+120,488
57
$45.4M 0.66%
695,839
+243
58
$45.3M 0.66%
996,470
+9,126
59
$45.3M 0.66%
674,421
+60,716
60
$44.9M 0.66%
863,551
-56,077
61
$42.8M 0.62%
1,731,732
-127,715
62
$41.4M 0.6%
697,500
-42,197
63
$40.3M 0.59%
1,603,034
-97,640
64
$40.3M 0.59%
2,018,698
-122,546
65
$40M 0.58%
515,253
+3,495
66
$39.6M 0.58%
70,033
-2,921
67
$39.4M 0.57%
1,702,550
-112,686
68
$38.9M 0.57%
2,153,832
-120,147
69
$38.8M 0.57%
967,347
-64,766
70
$38.7M 0.57%
1,905,897
-126,757
71
$38.4M 0.56%
1,377,303
+43,442
72
$38.1M 0.56%
519,780
-10,875
73
$37.4M 0.55%
299,476
-5,495
74
$37.3M 0.54%
886,153
+124,367
75
$37.1M 0.54%
481,069
-34,420
1 2
3
4 5