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
151
$15.8M 0.26%
450,239
-19,216
152
$15.6M 0.26%
199,213
-34,068
153
$15.4M 0.26%
118,313
+17,430
154
$15.4M 0.26%
394,519
-24,021
155
$15M 0.25%
442,890
-293,377
156
$14.9M 0.25%
373,643
-23,986
157
$14.8M 0.25%
411,787
-118,058
158
$14.6M 0.24%
135,275
-25,825
159
$14.6M 0.24%
184,481
-21,692
160
$14.4M 0.24%
450,491
-20,869
161
$14.4M 0.24%
194,588
-2,090
162
$14.1M 0.24%
44,017
-10,189
163
$14.1M 0.24%
650,811
-74,907
164
$13.9M 0.23%
1,904,882
-89,526
165
$13.9M 0.23%
201,561
+303
166
$13.7M 0.23%
232,280
+181,368
167
$13.7M 0.23%
276,519
-12,206
168
$13.7M 0.23%
169,650
-7,211
169
$13.4M 0.22%
382,545
-17,032
170
$13.1M 0.22%
318,014
-5,760
171
$13M 0.22%
34,626
+19,083
172
$12.8M 0.21%
+725,582
173
$12.7M 0.21%
547,260
-24,068
174
$12.6M 0.21%
247,950
+57,615
175
$12.3M 0.21%
+220,108
5 6
7
8 9