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
201
$7.69M 0.12%
41,082
+250
202
$7.66M 0.12%
269,843
-3,515
203
$7.6M 0.12%
386,818
-3,988
204
$7.45M 0.12%
152,884
+28,586
205
$7.37M 0.11%
32,290
+74
206
$7.35M 0.11%
74,430
-965
207
$7.28M 0.11%
166,326
+48,107
208
$7.24M 0.11%
44,942
-75
209
$7.21M 0.11%
63,236
-1,606
210
$6.99M 0.11%
113,105
-1,153
211
$6.92M 0.11%
50,935
+18,622
212
$6.63M 0.1%
127,330
+7,421
213
$6.61M 0.1%
140,159
-1,452
214
$6.59M 0.1%
62,964
+494
215
$6.13M 0.1%
180,577
+777
216
$6.04M 0.09%
60,893
-42,578
217
$5.99M 0.09%
157,405
-827
218
$5.59M 0.09%
73,421
+377
219
$5.3M 0.08%
60,216
+3,500
220
$5.19M 0.08%
56,531
+448
221
$5.09M 0.08%
138,186
-2,900
222
$4.96M 0.08%
127,956
-22,560
223
$4.96M 0.08%
59,670
-300
224
$4.93M 0.08%
+129,651
225
$4.81M 0.07%
231,192
-1,441
7 8
9
10 11