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
$6.72B
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
1
$96.5M 1.44%
3,496,604
+70,376
2
$90.8M 1.35%
1,058,002
+11,635
3
$80.6M 1.2%
1,735,895
-16,255
4
$78.5M 1.17%
1,632,094
-68,990
5
$78M 1.16%
306,176
+1,690
6
$75.1M 1.12%
529,856
-7,410
7
$73.7M 1.1%
704,649
+67,568
8
$72.9M 1.09%
537,140
-4,840
9
$72.9M 1.08%
815,741
+740
10
$69.9M 1.04%
675,545
+10,013
11
$68.4M 1.02%
721,924
-77,223
12
$67.8M 1.01%
493,267
-3,989
13
$66.5M 0.99%
1,063,416
-525
14
$65.5M 0.97%
718,870
-6,079
15
$65.1M 0.97%
703,700
-113,953
16
$64.5M 0.96%
832,814
+66,115
17
$63.2M 0.94%
1,187,036
-238,189
18
$61.9M 0.92%
371,403
-2,545
19
$61.6M 0.92%
1,038,609
-44,243
20
$60.4M 0.9%
842,725
-153,975
21
$59.9M 0.89%
898,482
-65,957
22
$59.6M 0.89%
794,865
-71,552
23
$59.5M 0.89%
1,147,889
+115
24
$59.2M 0.88%
626,061
-15,435
25
$58.7M 0.87%
1,305,452
-10,135
1
2 3 4 5