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
76
$37M 0.54%
581,546
-40,863
77
$37M 0.54%
380,808
-41,227
78
$36.8M 0.54%
406,072
+28,466
79
$36.5M 0.53%
997,068
-63,898
80
$36.5M 0.53%
1,589,483
+99,006
81
$36.3M 0.53%
1,128,867
-69,504
82
$36M 0.52%
483,525
-31,914
83
$35M 0.51%
422,860
-9,640
84
$34.3M 0.5%
462,561
+30,623
85
$34.3M 0.5%
457,042
-16,794
86
$34M 0.5%
716,171
-9,705
87
$33.8M 0.49%
498,336
+104,893
88
$33.7M 0.49%
843,370
+141,441
89
$33.7M 0.49%
1,256,140
-6,514
90
$33.5M 0.49%
1,603,442
-97,197
91
$33M 0.48%
1,603,788
-101,032
92
$33M 0.48%
533,271
-32,564
93
$32.5M 0.47%
759,850
-44,368
94
$32.3M 0.47%
1,216,653
-83,015
95
$32.1M 0.47%
485,266
-32,472
96
$31.1M 0.45%
8,131,440
+1,539,040
97
$30.7M 0.45%
535,625
-6,540
98
$30.6M 0.45%
1,598,500
-108,971
99
$30.5M 0.45%
1,175,288
-320
100
$30.2M 0.44%
+1,183,269
2 3
4
5 6