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
276
$1.38M 0.02%
1,900
-400
277
$1.32M 0.02%
44,725
+2,575
278
$1.29M 0.02%
14,825
-6,050
279
$1.29M 0.02%
34,557
+20,361
280
$1.29M 0.02%
28,150
+325
281
$1.25M 0.02%
23,055
+663
282
$1.24M 0.02%
24,780
+1,530
283
$1.19M 0.02%
6,875
-1,275
284
$1.13M 0.02%
19,129
-565
285
$1.09M 0.02%
28,987
-5,925
286
$1.09M 0.02%
17,770
-3,600
287
$1.03M 0.02%
23,591
+2,134
288
$1.01M 0.02%
16,901
-3,420
289
$981K 0.02%
50,400
-10,075
290
$955K 0.02%
29,450
-5,750
291
$935K 0.02%
13,650
-2,800
292
$902K 0.02%
13,093
293
$871K 0.01%
11,078
294
$849K 0.01%
66,640
+220
295
$837K 0.01%
18,075
-3,850
296
$837K 0.01%
7,741
-1,279
297
$836K 0.01%
2,865
+400
298
$832K 0.01%
22,700
+400
299
$814K 0.01%
13,020
-106
300
$803K 0.01%
18,825
-4,128
10 11
12
13 14