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
$6.42B
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
126
$16.4M 0.25%
139,327
-7,052
127
$16.1M 0.25%
+134,349
128
$15.9M 0.25%
443,187
+126,224
129
$15.5M 0.24%
723,106
-4,044
130
$15M 0.23%
196,319
-930
131
$14.9M 0.23%
257,278
-4,714
132
$14.8M 0.23%
506,011
-127,773
133
$14.7M 0.23%
+567,458
134
$14.7M 0.23%
1,256,150
+59,875
135
$14.3M 0.22%
197,057
-21,290
136
$14.3M 0.22%
290,034
-2,343
137
$14.3M 0.22%
278,294
+1,560
138
$14.2M 0.22%
200,492
-1,816
139
$14.2M 0.22%
159,012
-29,673
140
$14M 0.22%
44,138
-340
141
$13.9M 0.22%
414,438
-4,252
142
$13.7M 0.21%
+410,942
143
$13.5M 0.21%
114,028
+12,417
144
$13.4M 0.21%
155,742
+28,375
145
$13.2M 0.21%
294,791
-4,806
146
$13.2M 0.21%
298,390
-7,732
147
$13.1M 0.2%
269,865
-3,600
148
$13.1M 0.2%
91,834
+412
149
$13.1M 0.2%
232,980
-5,168
150
$13M 0.2%
137,852
-2,190
4 5
6
7 8