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
$6.42B
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
1
$156M 2.43%
4,051,992
+17,616
2
$136M 2.12%
1,831,574
+8,040
3
$125M 1.95%
2,616,700
+95,320
4
$106M 1.65%
1,111,563
+15,856
5
$105M 1.63%
804,572
+4,470
6
$97.5M 1.52%
555,769
+20,138
7
$93.8M 1.46%
694,372
+2,322
8
$89.2M 1.39%
466,773
+1,989
9
$87M 1.35%
2,260,562
+26,850
10
$85.2M 1.33%
518,887
+7,580
11
$83.1M 1.29%
561,360
-17,505
12
$82.8M 1.29%
614,280
+5,317
13
$82.6M 1.29%
784,672
+8,850
14
$81.8M 1.27%
948,073
+32,614
15
$81.8M 1.27%
1,525,810
+26,045
16
$79.6M 1.24%
1,645,422
+34,095
17
$76.8M 1.2%
702,733
+6,791
18
$67.2M 1.05%
107,355
-8,793
19
$67M 1.04%
578,052
+14,210
20
$64.9M 1.01%
876,150
-485
21
$63.1M 0.98%
322,234
+3,353
22
$62.8M 0.98%
1,211,769
-19,068
23
$62.1M 0.97%
193,872
-43,412
24
$61.5M 0.96%
431,221
+2,727
25
$60.8M 0.95%
545,578
-549
1
2 3 4 5