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
151
$16.4M 0.24%
156,419
-40,232
152
$16.4M 0.24%
713,112
-8,943
153
$16.2M 0.24%
500,479
-18,560
154
$16M 0.23%
973,971
+104,488
155
$15M 0.22%
208,236
-10,480
156
$14.7M 0.21%
701,984
-579,986
157
$14.5M 0.21%
417,549
-46,854
158
$14.5M 0.21%
846,595
-424,293
159
$14.5M 0.21%
124,543
-3,585
160
$14.3M 0.21%
383,150
-211,180
161
$13.6M 0.2%
517,566
-104,505
162
$13.4M 0.2%
216,630
+132,130
163
$13.3M 0.19%
386,314
-10,282
164
$13.2M 0.19%
446,647
-29,614
165
$13.1M 0.19%
1,192,170
-344,040
166
$12.8M 0.19%
463,491
-38,387
167
$12.7M 0.19%
752,314
-29,808
168
$12.7M 0.18%
121,560
+2,350
169
$12.6M 0.18%
342,937
-126,310
170
$12.5M 0.18%
+406,956
171
$11.6M 0.17%
187,344
-2,573
172
$11.5M 0.17%
+393,525
173
$11.3M 0.16%
141,369
-75,681
174
$10.7M 0.16%
157,458
-4,077
175
$10.7M 0.16%
143,913
-15,518
5 6
7
8 9