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
$6.72B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$33.2M
3 +$18M
4
SYNA icon
Synaptics
SYNA
+$17.4M
5
RES icon
RPC Inc
RES
+$14.7M

Top Sells

1 +$47.5M
2 +$35.4M
3 +$28.7M
4
TIBX
TIBCO SOFTWARE INC
TIBX
+$27.1M
5
CRR
Carbo Ceramics Inc.
CRR
+$25.7M

Sector Composition

1 Financials 17.14%
2 Technology 16.28%
3 Industrials 12.97%
4 Healthcare 12.65%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.17M 0.02%
41,475
-150
277
$1.16M 0.02%
19,679
-210
278
$1.14M 0.02%
24,388
-562
279
$1.14M 0.02%
20,350
280
$1.07M 0.02%
11,450
+1,100
281
$1.07M 0.02%
16,950
+1,400
282
$1.06M 0.02%
23,625
283
$981K 0.01%
25,902
+100
284
$977K 0.01%
15,895
285
$964K 0.01%
20,610
286
$950K 0.01%
10,087
-1,218
287
$912K 0.01%
66,600
288
$904K 0.01%
4
289
$894K 0.01%
12,989
290
$890K 0.01%
15,351
291
$883K 0.01%
2,600
+693
292
$870K 0.01%
19,800
-300
293
$866K 0.01%
11,403
-71
294
$862K 0.01%
8,569
-150
295
$825K 0.01%
+24,200
296
$815K 0.01%
15,479
-225
297
$775K 0.01%
26,150
-600
298
$773K 0.01%
13,957
299
$727K 0.01%
16,300
-10,150
300
$694K 0.01%
9,110