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
201
$6.6M 0.1%
195,618
+164,280
202
$6.59M 0.1%
99,687
+3,824
203
$6.56M 0.1%
50,275
+374
204
$6.24M 0.09%
29,357
-83
205
$6.1M 0.09%
52,561
-7,879
206
$5.68M 0.08%
104,229
-1,012
207
$5.59M 0.08%
162,894
+3,800
208
$5.56M 0.08%
103,794
-128,599
209
$5.53M 0.08%
+46,259
210
$5.34M 0.08%
122,223
-2,174
211
$5.33M 0.08%
140,728
-862
212
$5.19M 0.08%
66,668
-497
213
$4.91M 0.07%
54,558
-577
214
$4.85M 0.07%
95,829
-191
215
$4.81M 0.07%
185,376
-342,484
216
$4.63M 0.07%
64,613
-2,950
217
$4.57M 0.07%
55,030
+1,339
218
$4.54M 0.07%
57,031
+850
219
$4.38M 0.07%
109,353
-4,647
220
$4.25M 0.06%
94,035
+1,169
221
$4.2M 0.06%
71,356
-11,989
222
$4M 0.06%
72,926
+40,350
223
$3.87M 0.06%
72,259
+1,460
224
$3.86M 0.06%
31,906
-79
225
$3.85M 0.06%
55,855
+1,970
7 8
9
10 11