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
151
$17.7M 0.26%
165,241
-16,335
152
$17.6M 0.26%
764,976
+148,909
153
$17.5M 0.26%
441,209
-42,120
154
$17.4M 0.26%
+253,125
155
$17.4M 0.26%
1,333,818
+1,128,450
156
$16.8M 0.25%
741,585
-411,516
157
$16.8M 0.25%
586,086
+369,315
158
$16.5M 0.25%
712,716
-32,740
159
$16.4M 0.24%
136,027
-1,884
160
$15.9M 0.24%
137,880
+26,250
161
$15.6M 0.23%
248,334
-28,531
162
$14.8M 0.22%
421,699
-28,795
163
$14.2M 0.21%
113,088
+240
164
$13.8M 0.21%
762,517
-489,390
165
$13.2M 0.2%
535,999
-269,647
166
$13M 0.19%
489,110
-82,096
167
$12.3M 0.18%
345,592
-23,010
168
$12.2M 0.18%
140,957
-12,979
169
$11.6M 0.17%
311,834
-1,050
170
$11.4M 0.17%
150,815
+570
171
$11.4M 0.17%
278,950
-1,620
172
$11.3M 0.17%
168,300
+2,850
173
$11.2M 0.17%
172,119
+7,900
174
$10.8M 0.16%
138,452
+41,479
175
$10.7M 0.16%
71,668
-12,758
5 6
7
8 9