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
76
$25.3M 0.39%
599,579
+77,196
77
$25.1M 0.39%
337,100
-3,619
78
$25M 0.39%
281,377
+71,870
79
$24.7M 0.39%
396,000
-3,957
80
$24.6M 0.38%
303,231
+1,335
81
$24.5M 0.38%
227,137
+223,945
82
$24.5M 0.38%
161,700
+1,222
83
$24.4M 0.38%
282,286
+64,438
84
$24M 0.37%
806,148
-8,021
85
$23.5M 0.37%
387,417
+80,263
86
$23.3M 0.36%
450,765
-1,296
87
$23.2M 0.36%
472,434
+86,722
88
$23M 0.36%
679,966
-3,198
89
$22.9M 0.36%
917,156
+2,572
90
$22.2M 0.35%
1,179,776
-5,369
91
$22.1M 0.34%
464,814
+299
92
$22M 0.34%
271,045
-3,971
93
$21.9M 0.34%
480,303
+598
94
$21.8M 0.34%
173,925
-3,210
95
$20.9M 0.32%
282,924
-2,644
96
$20.8M 0.32%
705,422
-4,146
97
$20.4M 0.32%
378,328
-1,025
98
$20.2M 0.31%
237,879
+967
99
$20.2M 0.31%
265,195
+255,957
100
$19.9M 0.31%
473,461
+17,539
2 3
4
5 6