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
101
$23.5M 0.39%
667,510
+215,978
102
$23.3M 0.39%
720,956
-30,310
103
$22.7M 0.38%
807,935
+14,207
104
$22.7M 0.38%
1,075,100
-44,858
105
$22.5M 0.38%
639,883
-23,392
106
$22.4M 0.37%
817,549
-35,846
107
$22.4M 0.37%
657,359
-19,921
108
$22.3M 0.37%
666,888
+385,443
109
$22.2M 0.37%
381,419
-32,281
110
$21.9M 0.37%
418,530
-18,105
111
$21.9M 0.37%
687,536
+5,336
112
$21.8M 0.36%
725,153
-24,042
113
$21.6M 0.36%
459,396
+41,875
114
$21.6M 0.36%
663,187
-27,691
115
$21.6M 0.36%
425,963
-15,232
116
$21.4M 0.36%
+671,440
117
$21.3M 0.36%
405,660
+48,745
118
$21.3M 0.36%
2,028,163
-113,031
119
$21.2M 0.35%
2,874,985
+549,060
120
$21.2M 0.35%
179,406
+1,605
121
$21.1M 0.35%
1,294,903
-60,374
122
$20.8M 0.35%
1,338,157
-47,539
123
$20.7M 0.35%
466,976
+4,208
124
$20.6M 0.34%
511,349
+7,664
125
$20.5M 0.34%
83,786
-4,762
3 4
5
6 7