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
$5.99B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$25.1M
3
+$21.4M
4
OII icon
Oceaneering
OII
+$14M
5
T icon
AT&T
T
+$13.6M

Top Sells

1
+$39.6M
2
+$27.6M
3
+$26M
4
IPCM
IPC HEALTHCARE INC COM DTD
IPCM
+$24M
5
SLH
SOLERA HOLDINGS, INC. COM
SLH
+$19.9M

Sector Composition

1 Financials 17.98%
2 Technology 15.56%
3 Healthcare 15.35%
4 Industrials 12.45%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.66M 0.08%
58,467
-901
227
$4.59M 0.08%
+83,265
228
$4.46M 0.07%
57,992
-4,683
229
$3.98M 0.07%
32,927
-1,375
230
$3.85M 0.06%
88,968
+1,829
231
$3.84M 0.06%
46,604
-2,902
232
$3.76M 0.06%
34,270
-500
233
$3.71M 0.06%
+65,603
234
$3.69M 0.06%
221,625
-20,625
235
$3.62M 0.06%
86,473
236
$3.61M 0.06%
+181,272
237
$3.61M 0.06%
133,010
-2,354
238
$3.46M 0.06%
54,404
-44
239
$3.42M 0.06%
86,485
-6,275
240
$3.39M 0.06%
66,612
+440
241
$3.24M 0.05%
37,897
-1,100
242
$3.23M 0.05%
140,043
+1,306
243
$3.2M 0.05%
50,765
+12,680
244
$3.16M 0.05%
178,755
-90,305
245
$3.12M 0.05%
63,350
+3,750
246
$3.08M 0.05%
58,875
+1,240
247
$3.03M 0.05%
56,843
-1,750
248
$3.03M 0.05%
27,808
-2,625
249
$2.9M 0.05%
97,464
+3,897
250
$2.75M 0.05%
63,610
+430
8 9
10
11 12