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
176
$10.5M 0.15%
141,253
+2,964
177
$10.5M 0.15%
169,100
+27,475
178
$10.4M 0.15%
+571,905
179
$10M 0.15%
386,320
-395,030
180
$9.58M 0.14%
360,742
+7,032
181
$9.35M 0.14%
87,035
-102,272
182
$8.64M 0.13%
130,354
+28,224
183
$8.44M 0.12%
113,358
-558
184
$8.14M 0.12%
94,741
+5,622
185
$7.85M 0.11%
+504,096
186
$7.67M 0.11%
143,673
+16,483
187
$7.33M 0.11%
211,214
-337
188
$7.22M 0.11%
134,369
-477
189
$6.38M 0.09%
155,057
-11,475
190
$6.22M 0.09%
131,767
+170
191
$5.96M 0.09%
179,750
+25,300
192
$5.75M 0.08%
76,788
-818
193
$5.58M 0.08%
126,195
-249,525
194
$5.47M 0.08%
56,959
-44
195
$5.38M 0.08%
49,551
-49,144
196
$5.33M 0.08%
+46,184
197
$5.19M 0.08%
80,496
+5,000
198
$4.97M 0.07%
36,987
-126
199
$4.8M 0.07%
65,043
-29
200
$4.55M 0.07%
142,836
-1,300
6 7
8
9 10