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
$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
26
$47.5M 0.79%
1,048,157
-43,137
27
$47.1M 0.79%
1,656,242
+414,694
28
$47.1M 0.79%
440,707
-9,341
29
$46.7M 0.78%
1,031,177
-35,908
30
$45.6M 0.76%
1,262,955
-33,613
31
$45.5M 0.76%
1,625,453
-57,277
32
$44.5M 0.74%
638,849
+26,695
33
$44.2M 0.74%
817,043
-34,554
34
$42.9M 0.72%
660,700
-21,370
35
$42.8M 0.71%
831,814
-35,617
36
$42.3M 0.71%
831,970
-34,693
37
$42.2M 0.71%
427,895
+525
38
$40.2M 0.67%
427,192
+1,535
39
$39.7M 0.66%
625,074
-20,092
40
$39.1M 0.65%
1,581,954
-72,211
41
$38.6M 0.64%
1,042,133
-47,386
42
$38.2M 0.64%
432,291
+32,450
43
$38.2M 0.64%
570,232
-3,845
44
$37.8M 0.63%
922,251
-680
45
$37.5M 0.63%
695,489
-19,272
46
$37.4M 0.62%
491,844
-16,194
47
$37.2M 0.62%
196,045
+970
48
$37.1M 0.62%
1,220,900
-620,620
49
$36.8M 0.62%
1,117,607
-36,270
50
$36.7M 0.61%
422,961
-18,764
1
2
3 4 5