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
151
$13M 0.2%
72,004
+2,504
152
$12.5M 0.2%
393,654
-2,503
153
$12.3M 0.19%
331,281
-882
154
$12.2M 0.19%
95,287
+19,744
155
$12.2M 0.19%
265,904
+11,580
156
$11.9M 0.19%
20,008
+4,513
157
$11.8M 0.18%
183,314
+1,209
158
$11.6M 0.18%
103,305
-1,066
159
$11.5M 0.18%
77,815
-978
160
$11.5M 0.18%
86,951
+5,425
161
$11.5M 0.18%
92,887
+504
162
$11.4M 0.18%
192,884
+340
163
$11.4M 0.18%
170,288
-1,684
164
$11.4M 0.18%
115,721
+541
165
$11.4M 0.18%
162,939
-1,102
166
$11.4M 0.18%
348,460
-3,696
167
$11.3M 0.18%
528,690
-19,559
168
$11.3M 0.18%
575,233
-250,868
169
$11.2M 0.17%
108,052
-110
170
$11.2M 0.17%
375,341
-3,542
171
$11M 0.17%
521,069
-4,364
172
$11M 0.17%
16,306
-326
173
$10.7M 0.17%
209,868
+55,239
174
$10.4M 0.16%
203,274
+53,005
175
$10.4M 0.16%
86,484
+516
5 6
7
8 9