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
$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
126
$20.3M 0.34%
291,198
+29,613
127
$20.1M 0.34%
261,252
-121,117
128
$20M 0.33%
434,813
-14,768
129
$19.8M 0.33%
201,025
-3,301
130
$19.6M 0.33%
1,113,496
-270,114
131
$19.5M 0.33%
238,799
+20,114
132
$19.4M 0.32%
290,816
+66,745
133
$19.4M 0.32%
672,284
-262,038
134
$18.9M 0.32%
367,900
+23,249
135
$18.9M 0.32%
447,964
-19,557
136
$18.5M 0.31%
555,531
-19,356
137
$18.4M 0.31%
541,830
-22,899
138
$18.3M 0.31%
996,698
-38,496
139
$18.2M 0.3%
269,111
-12,978
140
$18.2M 0.3%
299,758
-14,107
141
$17.8M 0.3%
175,007
+2,535
142
$17.4M 0.29%
271,568
-158,960
143
$17.2M 0.29%
795,288
-34,537
144
$16.9M 0.28%
371,044
-13,179
145
$16.4M 0.27%
567,958
+413,897
146
$16.4M 0.27%
365,977
+201,643
147
$16.4M 0.27%
299,089
-10,644
148
$16.1M 0.27%
384,190
+61,000
149
$16.1M 0.27%
183,360
+13,490
150
$16M 0.27%
651,225
+550,768
4 5
6
7 8