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
326
$424K 0.01%
+15,391
327
$423K 0.01%
8,407
328
$413K 0.01%
9,551
329
$411K 0.01%
8,678
-450
330
$401K 0.01%
5,400
331
$394K 0.01%
7,550
+500
332
$391K 0.01%
6,850
-905
333
$353K 0.01%
7,900
334
$341K 0.01%
2,792
335
$335K 0.01%
8,659
-1,425
336
$332K 0.01%
3,800
337
$288K ﹤0.01%
3,200
-985
338
$282K ﹤0.01%
18,102
-1,608
339
$278K ﹤0.01%
1,501
340
$272K ﹤0.01%
11,160
-2,436
341
$270K ﹤0.01%
5,190
342
$266K ﹤0.01%
5,515
-292
343
$259K ﹤0.01%
7,244
-153
344
$256K ﹤0.01%
5,450
-500
345
$252K ﹤0.01%
6,265
346
$251K ﹤0.01%
3,290
-325
347
$250K ﹤0.01%
1,506
348
$248K ﹤0.01%
2,550
349
$231K ﹤0.01%
+9,040
350
$227K ﹤0.01%
+3,785
11 12 13
14
15