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
$6.72B
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
126
$22M 0.33%
169,903
+20
127
$22M 0.33%
508,586
+104,174
128
$21.4M 0.32%
440,875
-67,233
129
$21.3M 0.32%
453,540
-18,681
130
$20.8M 0.31%
181,885
-3,100
131
$20.7M 0.31%
451,434
-223,375
132
$20.4M 0.3%
554,028
-30,485
133
$20.3M 0.3%
119,237
-5,986
134
$20.3M 0.3%
969,631
+176,171
135
$20.2M 0.3%
519,765
-56,190
136
$19.5M 0.29%
432,072
+138,170
137
$19.3M 0.29%
654,376
+214,584
138
$19.2M 0.29%
1,332,472
+152,590
139
$19.1M 0.28%
442,101
-29,665
140
$18.9M 0.28%
300,739
-17,434
141
$18.7M 0.28%
308,783
-1,101
142
$18.6M 0.28%
226,866
-350,238
143
$18.4M 0.27%
240,207
-25,435
144
$18.2M 0.27%
429,438
-32,542
145
$18.1M 0.27%
214,725
-500
146
$18.1M 0.27%
325,202
-15,248
147
$18M 0.27%
+234,175
148
$18M 0.27%
419,493
-27,242
149
$17.9M 0.27%
202,765
-12,300
150
$17.9M 0.27%
209,604
-46,472
4 5
6
7 8