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
326
$330K ﹤0.01%
5,190
-304
327
$328K ﹤0.01%
1,451
-50
328
$303K ﹤0.01%
2,550
329
$298K ﹤0.01%
3,450
+450
330
$293K ﹤0.01%
3,031
331
$283K ﹤0.01%
1,756
-250
332
$279K ﹤0.01%
18,102
-700
333
$273K ﹤0.01%
10,500
+900
334
$268K ﹤0.01%
3,950
-404
335
$262K ﹤0.01%
6,265
336
$243K ﹤0.01%
+2,786
337
$237K ﹤0.01%
4,335
-255
338
$203K ﹤0.01%
6,596
+225
339
$200K ﹤0.01%
+7,500
340
-429,438
341
-638,810
342
-46,259
343
-8,675
344
-119,237
345
-254,009
346
-1,159,665
347
-276,272
348
-574,473
349
-1,539,385
350
-12,025