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
201
$4.33M 0.06%
47,706
+3,261
202
$4.31M 0.06%
73,300
+4,500
203
$4.17M 0.06%
54,038
-18,163
204
$4.16M 0.06%
97,200
-44,742
205
$3.95M 0.06%
60,536
-175,726
206
$3.94M 0.06%
44,804
-50,494
207
$3.86M 0.06%
48,368
+7,523
208
$3.28M 0.05%
53,050
-61,575
209
$3.12M 0.05%
363,000
-750
210
$3.11M 0.05%
106,984
-332
211
$2.89M 0.04%
25,305
+2,605
212
$2.81M 0.04%
32,237
+1,000
213
$2.77M 0.04%
78,537
+11,950
214
$2.58M 0.04%
35,802
+2,227
215
$2.48M 0.04%
60,591
-260
216
$2.48M 0.04%
+52,667
217
$2.47M 0.04%
59,765
-100
218
$2.37M 0.03%
+39,731
219
$2.36M 0.03%
49,345
-524
220
$2.33M 0.03%
32,600
-1,033
221
$2.33M 0.03%
40,800
222
$2.2M 0.03%
39,925
+200
223
$2.15M 0.03%
50,772
-3,724
224
$2.05M 0.03%
77,075
-16,640
225
$1.97M 0.03%
29,326
+3,426
7 8
9
10 11