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
151
$17.5M 0.26%
155,350
+17,470
152
$17.5M 0.26%
209,632
+28
153
$17.1M 0.25%
195,478
-7,287
154
$16.8M 0.25%
749,767
-15,209
155
$16.3M 0.24%
342,160
-99,941
156
$16.1M 0.24%
425,655
-15,554
157
$15.5M 0.23%
471,458
+49,759
158
$15.5M 0.23%
256,511
+8,177
159
$14.9M 0.22%
594,844
-117,872
160
$14.9M 0.22%
387,724
+42,132
161
$14.8M 0.22%
271,891
+198,965
162
$14.5M 0.22%
140,940
+135,465
163
$13.7M 0.2%
524,794
-216,791
164
$13.2M 0.2%
+197,625
165
$12.9M 0.19%
+157,752
166
$12.5M 0.19%
516,265
-19,734
167
$12.5M 0.19%
98,662
-14,426
168
$12.5M 0.18%
131,051
-9,906
169
$12.3M 0.18%
148,644
-2,171
170
$12M 0.18%
311,788
-46
171
$12M 0.18%
183,169
+11,050
172
$11.8M 0.17%
69,147
-2,521
173
$11.7M 0.17%
167,600
-700
174
$11.4M 0.17%
274,789
-4,161
175
$11.4M 0.17%
+186,496
5 6
7
8 9