BTW
Boston Trust Walden Portfolio holdings
AUM
$14B
This Quarter Return
-5.84%
1 Year Return
+12.58%
3 Year Return
+52.97%
5 Year Return
+115.22%
10 Year Return
+284.47%
AUM
$5.99B
AUM Growth
+$5.99B
(-8.7%)
Cap. Flow
-$116M
Cap. Flow
% of AUM
-1.94%
Top 10 Holdings %
Top 10 Hldgs %
12.64%
Holding
363
New
17
Increased
100
Reduced
213
Closed
10
Top Buys
| 1 |
Owens & Minor
OMI
|
$30.5M |
| 2 |
Chemed
CHE
|
$25.1M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$21.4M |
| 4 |
Oceaneering
OII
|
$14M |
| 5 |
AT&T
T
|
$13.6M |
Top Sells
| 1 |
BRLI
BIO-REFERENCE LABS INC-NEW-
BRLI
|
$39.6M |
| 2 |
THOR
THORATEC CORPORATION
THOR
|
$27.6M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$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% |
