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
76
$34.9M 0.52%
686,523
-30,766
77
$34.7M 0.51%
1,417,026
-46,068
78
$34.6M 0.51%
1,224,778
+42,320
79
$34.3M 0.51%
1,343,644
-38,186
80
$34.2M 0.51%
87,304
+9,687
81
$33.7M 0.5%
823,988
-26,813
82
$33.5M 0.5%
584,259
-18,849
83
$33.4M 0.5%
390,340
-14,295
84
$32.4M 0.48%
441,231
-159
85
$32.4M 0.48%
496,010
+46,919
86
$32.4M 0.48%
+714,489
87
$32.2M 0.48%
710,154
-23,457
88
$32.1M 0.48%
+689,115
89
$31.4M 0.47%
696,152
-44,754
90
$31.2M 0.46%
1,688,510
-749,139
91
$30.9M 0.46%
379,437
+126,312
92
$30.7M 0.46%
676,199
+73,968
93
$30.4M 0.45%
1,045,628
+982,628
94
$30.3M 0.45%
640,141
-19,431
95
$30.2M 0.45%
201,745
+1,285
96
$29.9M 0.44%
748,958
-134,001
97
$29.7M 0.44%
1,080,721
-21,387
98
$29.7M 0.44%
1,139,742
-272,096
99
$29.6M 0.44%
1,405,472
-49,471
100
$29.4M 0.44%
2,194,067
-52,892
2 3
4
5 6