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
101
$29.3M 0.43%
710,962
-19,160
102
$29.2M 0.43%
421,656
-8,263
103
$29.1M 0.43%
2,013,043
+680,571
104
$28.9M 0.43%
232,532
-1,089
105
$28.8M 0.43%
699,562
-14,385
106
$28.2M 0.42%
1,245,844
-185,914
107
$28.1M 0.42%
748,565
+9,391
108
$27.8M 0.41%
326,566
-33,284
109
$27.7M 0.41%
1,058,378
+88,747
110
$27.3M 0.41%
482,793
+14,898
111
$26.7M 0.4%
464,967
+4,758
112
$26.6M 0.4%
959,439
+305,063
113
$26.4M 0.39%
480,134
+801
114
$26.3M 0.39%
188,081
-9,130
115
$26.3M 0.39%
+213,942
116
$26.2M 0.39%
482,118
-18,357
117
$25.4M 0.38%
581,388
-5,877
118
$24.3M 0.36%
355,022
+120,847
119
$23.9M 0.36%
681,935
+26,322
120
$23.8M 0.35%
766,432
-27,124
121
$23.7M 0.35%
1,380,120
-38,209
122
$23.6M 0.35%
446,145
-12,152
123
$23.5M 0.35%
507,662
+75,590
124
$23.3M 0.35%
356,855
-1,858
125
$23M 0.34%
+446,161
3 4
5
6 7