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
76
$26.9M 0.45%
610,017
-108,209
77
$26.9M 0.45%
650,029
-27,367
78
$26.9M 0.45%
597,801
-20,845
79
$26.7M 0.45%
226,128
+1,011
80
$26.7M 0.45%
980,676
-42,433
81
$26.7M 0.45%
475,343
-2,900
82
$26.6M 0.44%
1,012,538
-19,901
83
$26.2M 0.44%
544,487
-22,546
84
$26.2M 0.44%
549,963
-20,560
85
$26.1M 0.44%
1,434,334
-405,294
86
$26M 0.43%
1,000,412
-42,094
87
$25.6M 0.43%
672,027
-33,829
88
$25.3M 0.42%
1,542,663
-72,365
89
$25.2M 0.42%
525,194
+7,328
90
$25.1M 0.42%
+188,082
91
$24.8M 0.41%
554,171
-19,970
92
$24.8M 0.41%
138,206
-90,013
93
$24.7M 0.41%
460,099
-32,420
94
$24.6M 0.41%
289,090
+20,563
95
$24.3M 0.41%
618,408
+355,914
96
$24.1M 0.4%
1,205,084
-41,472
97
$24M 0.4%
331,220
+68,065
98
$23.8M 0.4%
450,280
-20,211
99
$23.8M 0.4%
250,535
-11,006
100
$23.7M 0.4%
937,366
-37,730
2 3
4
5 6