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
51
$42.2M 0.63%
435,410
+4,841
52
$42.1M 0.62%
743,525
-34,743
53
$41.8M 0.62%
670,671
+20,918
54
$41.6M 0.62%
824,231
-25,238
55
$41.2M 0.61%
512,715
+38,710
56
$40.7M 0.6%
932,176
+43,221
57
$40.6M 0.6%
440,552
+9,940
58
$40.6M 0.6%
1,242,615
-36,875
59
$39.9M 0.59%
1,046,055
+82,041
60
$39.9M 0.59%
1,133,226
+234,320
61
$39.8M 0.59%
609,070
+71,130
62
$39.5M 0.59%
942,776
-24,771
63
$39.2M 0.58%
1,327,776
-29,355
64
$39M 0.58%
499,517
+18,437
65
$38.6M 0.57%
1,698,477
+45,497
66
$37.4M 0.55%
751,424
-11,597
67
$36.8M 0.55%
575,000
+150,440
68
$36.8M 0.55%
998,800
-171,473
69
$36.8M 0.55%
245,507
-1,759
70
$36.7M 0.54%
1,866,086
-36,352
71
$35.9M 0.53%
799,883
-46,022
72
$35.8M 0.53%
1,070,263
-308,917
73
$35.7M 0.53%
169,860
-4,630
74
$35.4M 0.52%
716,808
-2,359
75
$35.3M 0.52%
969,812
-24,364
1 2
3
4 5