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
51
$36.7M 0.61%
128,913
-297
52
$36.6M 0.61%
719,390
-23,879
53
$35.6M 0.6%
480,650
+570
54
$35.2M 0.59%
490,525
+2,140
55
$34.9M 0.58%
1,795,966
-100,956
56
$34.8M 0.58%
935,870
-27,683
57
$33.2M 0.55%
357,219
-13,465
58
$33M 0.55%
691,419
-84,179
59
$32.9M 0.55%
837,593
-35,669
60
$32.4M 0.54%
954,683
-338,396
61
$32.3M 0.54%
674,305
+17,282
62
$31.8M 0.53%
138,390
-15,605
63
$30.5M 0.51%
+954,271
64
$30.3M 0.51%
367,783
-13,543
65
$29.9M 0.5%
1,155,339
-56,508
66
$28.8M 0.48%
568,605
-20,072
67
$28.5M 0.48%
423,529
-1,902
68
$28.1M 0.47%
1,164,236
-147,918
69
$28.1M 0.47%
291,338
+89,510
70
$28.1M 0.47%
727,979
-21,070
71
$27.9M 0.47%
549,000
-19,407
72
$27.5M 0.46%
670,187
-22,285
73
$27.3M 0.46%
486,534
-11,053
74
$27.2M 0.45%
561,440
-23,072
75
$27.2M 0.45%
1,810,304
-106,729
1 2
3
4 5