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
$6.74B
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$32.1M
3
+$28.6M
4
VMI icon
Valmont Industries
VMI
+$26.3M
5
SLH
SOLERA HOLDINGS, INC. COM
SLH
+$23M

Top Sells

1
+$32.6M
2
+$31.4M
3
+$27M
4
IPGP icon
IPG Photonics
IPGP
+$25.8M
5
CYN
CITY NATIONAL CORPORATION
CYN
+$22.3M

Sector Composition

1 Technology 16.53%
2 Financials 16.4%
3 Healthcare 13.47%
4 Industrials 12.75%
5 Consumer Discretionary 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.79M 0.06%
56,720
+865
227
$3.75M 0.06%
42,747
+6,701
228
$3.51M 0.05%
50,878
-1,358
229
$3.51M 0.05%
97,192
-600
230
$3.27M 0.05%
30,479
-840
231
$3.14M 0.05%
58,718
+4,111
232
$3.07M 0.05%
93,029
+615
233
$3.04M 0.05%
211,125
-375
234
$2.68M 0.04%
49,500
+5,600
235
$2.64M 0.04%
50,775
+2,016
236
$2.6M 0.04%
49,375
+225
237
$2.58M 0.04%
+41,235
238
$2.57M 0.04%
57,945
-2,421
239
$2.55M 0.04%
40,350
+825
240
$2.49M 0.04%
100,921
-2,648
241
$2.39M 0.04%
46,942
+201
242
$2.37M 0.04%
58,407
+542
243
$2.32M 0.03%
32,112
+2,000
244
$2.25M 0.03%
14,065
-550
245
$2.11M 0.03%
53,100
246
$2.02M 0.03%
27,332
+850
247
$2M 0.03%
21,575
-850
248
$1.99M 0.03%
21,350
-900
249
$1.92M 0.03%
17,350
250
$1.92M 0.03%
31,750
8 9
10
11 12