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
301
$607K 0.01%
11,206
302
$594K 0.01%
14,450
-33,600
303
$592K 0.01%
7,710
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304
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5,500
305
$578K 0.01%
39,200
306
$552K 0.01%
+9,678
307
$550K 0.01%
9,228
-600
308
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8,263
-152
309
$522K 0.01%
4,500
310
$501K 0.01%
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311
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312
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313
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314
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6,253
315
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316
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317
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318
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321
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322
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7,900
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323
$346K 0.01%
7,175
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324
$345K 0.01%
7,280
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325
$336K 0.01%
4,320