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
276
$1.18M 0.02%
46,225
+4,750
277
$1.17M 0.02%
23,903
-485
278
$1.09M 0.02%
2,575
-25
279
$1.08M 0.02%
10,337
+250
280
$1.04M 0.02%
9,020
+3,220
281
$1.01M 0.02%
10,650
-800
282
$1M 0.01%
22,100
+2,300
283
$995K 0.01%
24,989
-913
284
$989K 0.01%
20,331
-279
285
$966K 0.01%
12,989
286
$963K 0.01%
15,429
-50
287
$958K 0.01%
11,678
+275
288
$950K 0.01%
16,450
-500
289
$896K 0.01%
+3,012
290
$870K 0.01%
4
291
$857K 0.01%
15,351
292
$849K 0.01%
13,712
-2,183
293
$806K 0.01%
8,021
-548
294
$771K 0.01%
26,100
-50
295
$752K 0.01%
10,604
+1,896
296
$720K 0.01%
55,350
-11,250
297
$716K 0.01%
13,957
298
$672K 0.01%
7,975
+1,400
299
$644K 0.01%
26,775
+900
300
$614K 0.01%
4,090
+330
10 11
12
13 14