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
$6.74B
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
251
$1.9M 0.03%
40,800
252
$1.84M 0.03%
16,190
+51
253
$1.83M 0.03%
53,125
+2,725
254
$1.74M 0.03%
22,600
-1,025
255
$1.73M 0.03%
34,850
256
$1.72M 0.03%
21,925
-500
257
$1.69M 0.03%
15,598
+582
258
$1.68M 0.03%
19,862
+900
259
$1.68M 0.02%
36,912
-950
260
$1.57M 0.02%
2,300
-95
261
$1.47M 0.02%
40,500
262
$1.47M 0.02%
50,700
-1,719
263
$1.45M 0.02%
20,250
-100
264
$1.44M 0.02%
24,646
265
$1.44M 0.02%
35,200
-1,150
266
$1.42M 0.02%
8,150
-200
267
$1.41M 0.02%
60,475
-875
268
$1.4M 0.02%
27,950
+4,325
269
$1.39M 0.02%
13,603
-3,778
270
$1.36M 0.02%
19,845
-463
271
$1.36M 0.02%
49,224
+403
272
$1.34M 0.02%
37,900
+13,700
273
$1.31M 0.02%
20,354
+675
274
$1.3M 0.02%
19,650
+525
275
$1.21M 0.02%
34,025
-15,025