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
176
$10.3M 0.16%
66,261
+127
177
$10.3M 0.16%
150,192
+33,939
178
$10.3M 0.16%
282,450
179
$10.1M 0.16%
705,936
-3,427
180
$10.1M 0.16%
132,891
+1,773
181
$10M 0.16%
164,174
+1,814
182
$9.97M 0.16%
379,375
-150,638
183
$9.94M 0.15%
100,871
+315
184
$9.75M 0.15%
110,244
+1,439
185
$9.66M 0.15%
347,196
+53,539
186
$9.66M 0.15%
221,342
+53,393
187
$9.56M 0.15%
396,954
+340
188
$9.55M 0.15%
159,773
-57,422
189
$9.45M 0.15%
+73,762
190
$9.26M 0.14%
192,657
+28,054
191
$9.25M 0.14%
134,179
+69,656
192
$9.07M 0.14%
117,853
+811
193
$8.89M 0.14%
72,461
+905
194
$8.8M 0.14%
223,601
-1,336
195
$8.5M 0.13%
70,002
+1,258
196
$8.5M 0.13%
148,419
-1
197
$8.43M 0.13%
140,764
+996
198
$8.01M 0.12%
405,236
+66,433
199
$7.76M 0.12%
224,907
+291
200
$7.75M 0.12%
427,260
-996
6 7
8
9 10