BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
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
126
$23M 0.34%
218,656
-6,976
127
$22.8M 0.34%
448,768
-267,931
128
$22.6M 0.33%
440,052
-13,488
129
$22M 0.33%
289,038
-112,331
130
$21.8M 0.32%
223,931
-27,608
131
$21.8M 0.32%
55,876
-1,977
132
$21.7M 0.32%
446,240
-13,599
133
$21.4M 0.32%
780,150
+194,064
134
$21.2M 0.32%
175,982
+6,079
135
$20.9M 0.31%
537,290
-16,738
136
$20.8M 0.31%
319,905
-5,297
137
$20.7M 0.31%
214,825
+100
138
$20.6M 0.31%
487,538
-21,048
139
$20.5M 0.31%
440,493
-10,941
140
$20.5M 0.3%
417,305
-23,570
141
$20.5M 0.3%
296,457
-4,282
142
$20.3M 0.3%
238,958
-1,249
143
$20.2M 0.3%
517,900
-1,865
144
$20M 0.3%
456,315
+36,822
145
$20M 0.3%
307,996
-787
146
$19.8M 0.29%
1,544,161
+210,343
147
$19.5M 0.29%
1,204,652
-490,922
148
$19.1M 0.28%
172,965
-8,920
149
$18.1M 0.27%
165,223
-18
150
$18.1M 0.27%
193,828
-33,038
4 5
6
7 8