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
76
$35.5M 0.53%
730,122
-39,457
77
$35.3M 0.52%
537,940
+55,120
78
$34.7M 0.52%
1,463,094
-65,072
79
$34.7M 0.52%
740,906
-675
80
$34.6M 0.52%
441,390
+13,890
81
$34.4M 0.51%
401,369
-17,366
82
$34.3M 0.51%
1,182,458
+27,070
83
$34.1M 0.51%
603,108
-28,886
84
$33.6M 0.5%
994,176
-44,234
85
$33.3M 0.5%
882,959
-148,851
86
$33.2M 0.49%
+898,906
87
$32.4M 0.48%
449,091
-24,924
88
$32.2M 0.48%
77,617
-2,521
89
$32M 0.48%
429,919
-23,415
90
$31.9M 0.48%
200,460
-16,283
91
$31.7M 0.47%
1,652,980
+340,454
92
$31.7M 0.47%
845,905
-36,406
93
$31.4M 0.47%
1,539,385
-221,160
94
$31.4M 0.47%
967,547
-46,390
95
$31.3M 0.47%
733,611
-58,030
96
$31.2M 0.46%
359,850
+975
97
$31.1M 0.46%
849,469
+29,710
98
$30.8M 0.46%
1,431,758
-55,587
99
$30.7M 0.46%
1,102,108
-20,815
100
$30.4M 0.45%
602,231
-30,453
2 3
4
5 6