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
126
$22.5M 0.33%
805,220
-52,680
127
$22.4M 0.33%
761,277
+158,572
128
$21.8M 0.32%
1,313,052
-51,151
129
$21.4M 0.31%
1,198,975
-687,716
130
$21M 0.31%
934,550
+386,521
131
$20.9M 0.31%
841,583
-366,301
132
$20.9M 0.3%
1,153,126
+795,210
133
$20.7M 0.3%
605,273
-95,170
134
$20.5M 0.3%
258,564
-148,065
135
$20M 0.29%
400,615
+302,570
136
$20M 0.29%
183,396
+402
137
$19.5M 0.28%
497,913
-41,190
138
$19.1M 0.28%
+504,589
139
$19M 0.28%
+177,138
140
$18.8M 0.27%
520,933
-691,532
141
$18.7M 0.27%
252,887
-1,738
142
$18.7M 0.27%
788,484
-900,856
143
$18.5M 0.27%
527,972
-67,753
144
$18.4M 0.27%
179,805
+6,181
145
$18.2M 0.27%
507,957
-45,583
146
$18M 0.26%
532,253
-543,184
147
$17.8M 0.26%
704,999
+5,683
148
$17.7M 0.26%
+638,446
149
$17.3M 0.25%
206,286
+133,856
150
$17M 0.25%
463,441
-18,123
4 5
6
7 8