BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
1
$88.5M 1.29%
874,880
-7,094
2
$86.7M 1.26%
1,034,644
-10,028
3
$78.4M 1.14%
1,803,856
-27,672
4
$78.1M 1.14%
305,901
-7,275
5
$74.7M 1.09%
888,470
-14,774
6
$73.8M 1.08%
1,503,746
-72,435
7
$71.9M 1.05%
926,003
+57,099
8
$71.6M 1.04%
1,821,620
-107,056
9
$68.6M 1%
3,424,708
-114,884
10
$68.5M 1%
1,024,245
-180,745
11
$68.4M 1%
832,468
+26,335
12
$68.4M 1%
1,099,376
-213,204
13
$67.4M 0.98%
1,140,357
-76,243
14
$65.4M 0.95%
677,157
-13,089
15
$65.4M 0.95%
1,747,900
-26,792
16
$65M 0.95%
546,128
-8,525
17
$64.8M 0.95%
1,237,396
-3,224
18
$64.1M 0.94%
996,554
+40,009
19
$63.5M 0.93%
904,953
-47,962
20
$63.3M 0.92%
639,232
-62,181
21
$62.8M 0.92%
539,161
-37,523
22
$62.4M 0.91%
1,067,877
-7,389
23
$62.3M 0.91%
+1,238,927
24
$62.1M 0.91%
660,049
-7,891
25
$59.3M 0.87%
987,450
-55,662
1
2 3 4 5