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
251
$2.75M 0.05%
38,175
-1,575
252
$2.48M 0.04%
48,855
+455
253
$2.46M 0.04%
44,681
+659
254
$2.29M 0.04%
57,092
+1,610
255
$2.27M 0.04%
68,708
-36,455
256
$2.14M 0.04%
37,775
-400
257
$2.14M 0.04%
67,495
+5,175
258
$2.11M 0.04%
44,360
+2,510
259
$2.1M 0.04%
+22,890
260
$2.06M 0.03%
31,875
-112
261
$1.97M 0.03%
21,080
+885
262
$1.94M 0.03%
62,653
-5,625
263
$1.86M 0.03%
16,125
-1,375
264
$1.77M 0.03%
74,575
+6,450
265
$1.76M 0.03%
12,708
-1,490
266
$1.75M 0.03%
31,750
267
$1.75M 0.03%
15,166
-119
268
$1.73M 0.03%
40,500
269
$1.71M 0.03%
60,410
+2,610
270
$1.71M 0.03%
66,535
+4,060
271
$1.68M 0.03%
17,300
-4,050
272
$1.68M 0.03%
20,187
+125
273
$1.67M 0.03%
16,309
+4,516
274
$1.57M 0.03%
50,590
+1,150
275
$1.55M 0.03%
27,607
-59
9 10
11
12 13