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
101
$29.6M 0.43%
1,127,666
+29,189
102
$29M 0.42%
119,498
-20,891
103
$29M 0.42%
317,220
+18,707
104
$28.9M 0.42%
715,605
+124,205
105
$28.8M 0.42%
150,775
-36,487
106
$28.4M 0.42%
330,998
-8,897
107
$28.4M 0.42%
214,804
-4,055
108
$28.3M 0.41%
727,367
-52,797
109
$28M 0.41%
66,223
-5,195
110
$27.9M 0.41%
562,480
+45,741
111
$27.8M 0.41%
2,477,573
-858,864
112
$26.5M 0.39%
371,832
-9,875
113
$26.5M 0.39%
276,756
-85,833
114
$26.2M 0.38%
236,507
-8,538
115
$25.9M 0.38%
551,316
-34,634
116
$25.8M 0.38%
685,185
-158,637
117
$25.7M 0.37%
1,132,411
-79,223
118
$25.4M 0.37%
1,131,335
+53,596
119
$25.1M 0.37%
874,295
-39,060
120
$25M 0.36%
277,592
-3,208
121
$24.7M 0.36%
1,496,696
-383,128
122
$23.6M 0.34%
880,158
-29,327
123
$23.6M 0.34%
181,159
-2,935
124
$23.4M 0.34%
233,912
-699
125
$23.3M 0.34%
1,324,271
-100,751
3 4
5
6 7