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
101
$30.4M 0.45%
479,333
-109,102
102
$30.4M 0.45%
500,475
-6,863
103
$30.4M 0.45%
587,265
-30,947
104
$30.3M 0.45%
2,246,959
-92,432
105
$30.2M 0.45%
1,454,943
-63,417
106
$29.1M 0.43%
713,947
+315,733
107
$28.5M 0.42%
659,572
+10,801
108
$27.6M 0.41%
1,695,574
-89,500
109
$27M 0.4%
574,473
-96,899
110
$26.6M 0.4%
739,174
-37,141
111
$26.3M 0.39%
233,621
-1,531
112
$26.3M 0.39%
197,211
-5,389
113
$26.1M 0.39%
458,297
-22,602
114
$25.3M 0.38%
225,632
-42,760
115
$25M 0.37%
459,839
-418,107
116
$25M 0.37%
467,895
+8,615
117
$24.8M 0.37%
358,713
-8,953
118
$24.3M 0.36%
793,556
-295,220
119
$24.1M 0.36%
1,418,329
-76,904
120
$24.1M 0.36%
460,209
+73,512
121
$23.8M 0.35%
424,560
+80,466
122
$23.6M 0.35%
251,539
-42,424
123
$23.4M 0.35%
57,853
-3,385
124
$22.4M 0.33%
655,613
+147,743
125
$22.3M 0.33%
276,272
-11,261
3 4
5
6 7