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
51
$37.1M 0.58%
949,801
+3,404
52
$36.2M 0.56%
394,797
-24,871
53
$35.6M 0.55%
176,381
-1,463
54
$35.5M 0.55%
718,817
-2,699
55
$35.2M 0.55%
314,811
-3,574
56
$34.8M 0.54%
318,575
+19,570
57
$34.4M 0.54%
686,708
-8,036
58
$34.3M 0.53%
546,221
+5,767
59
$34M 0.53%
260,096
-29,634
60
$33.6M 0.52%
403,178
-3,602
61
$32.5M 0.51%
493,642
+37,388
62
$32.2M 0.5%
662,300
+10,620
63
$31.4M 0.49%
491,107
-1,801
64
$29.6M 0.46%
495,300
+8,545
65
$29.1M 0.45%
529,924
-8,828
66
$29M 0.45%
646,317
+131,352
67
$28.8M 0.45%
612,860
+107,950
68
$28.4M 0.44%
179,393
+29,940
69
$28.4M 0.44%
187,170
-1,289
70
$27.8M 0.43%
388,203
-4,186
71
$27.7M 0.43%
572,698
+8,420
72
$27M 0.42%
504,253
-4,148
73
$26.7M 0.42%
191,296
+2,258
74
$25.9M 0.4%
401,737
+22,012
75
$25.4M 0.4%
141,479
-48,225
1 2
3
4 5