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
26
$57.2M 0.85%
944,200
-119,216
27
$56.6M 0.84%
651,843
+52,071
28
$56.5M 0.84%
1,308,343
+2,891
29
$53.6M 0.8%
455,379
-7,905
30
$53M 0.79%
639,796
-202,929
31
$50.8M 0.75%
1,850,787
+60,024
32
$50.4M 0.75%
540,298
+15,663
33
$49.9M 0.74%
465,134
-14,470
34
$48.4M 0.72%
689,437
+6,718
35
$47.9M 0.71%
516,718
-278,147
36
$47.6M 0.71%
686,832
-3,637
37
$47.6M 0.71%
1,830,812
+357,480
38
$47M 0.7%
1,086,666
-9,541
39
$46.6M 0.69%
597,633
+45,814
40
$46.6M 0.69%
1,120,164
-13,134
41
$46M 0.68%
596,726
-23,805
42
$46M 0.68%
896,990
+107,410
43
$45.8M 0.68%
1,921,250
+215,265
44
$45.8M 0.68%
1,214,821
-63,251
45
$45.5M 0.68%
859,125
-24,484
46
$45.4M 0.67%
1,288,615
-6,703
47
$44.2M 0.66%
134,561
-1,328
48
$43.2M 0.64%
886,990
-25,103
49
$42.7M 0.63%
394,118
+20,422
50
$42.4M 0.63%
579,723
-123,015
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