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
101
$19.9M 0.31%
84,633
-614
102
$19.9M 0.31%
10,850
+810
103
$19.8M 0.31%
501,914
-2,870
104
$19.6M 0.31%
443,343
-4,170
105
$19.5M 0.3%
195,006
-151
106
$18.9M 0.3%
1,104,809
-6,857
107
$18.9M 0.29%
650,129
-1,836
108
$18.6M 0.29%
115,409
-632
109
$18.2M 0.28%
211,628
-212
110
$18.1M 0.28%
747,401
-3,576
111
$18M 0.28%
49,630
-537
112
$17.9M 0.28%
593,572
+109,540
113
$17.9M 0.28%
179,656
-2,839
114
$17.9M 0.28%
668,349
-190,325
115
$17.7M 0.28%
237,692
-2,843
116
$17.7M 0.28%
239,764
-807
117
$17.4M 0.27%
262,910
-5,214
118
$17.3M 0.27%
110,712
-3,733
119
$17.3M 0.27%
206,785
+199,863
120
$17.1M 0.27%
278,605
-2,917
121
$17M 0.26%
303,246
-622
122
$16.9M 0.26%
690,240
-1,663
123
$16.7M 0.26%
456,618
-6,450
124
$16.6M 0.26%
551,784
+470,122
125
$16.4M 0.26%
88,806
-139,776
3 4
5
6 7