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
$6.72B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$33.2M
3 +$18M
4
SYNA icon
Synaptics
SYNA
+$17.4M
5
RES icon
RPC Inc
RES
+$14.7M

Top Sells

1 +$47.5M
2 +$35.4M
3 +$28.7M
4
TIBX
TIBCO SOFTWARE INC
TIBX
+$27.1M
5
CRR
Carbo Ceramics Inc.
CRR
+$25.7M

Sector Composition

1 Financials 17.14%
2 Technology 16.28%
3 Industrials 12.97%
4 Healthcare 12.65%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$10.3M 0.15%
632,392
-40,841
177
$10.1M 0.15%
440,462
+20,836
178
$10.1M 0.15%
278,769
-970
179
$10.1M 0.15%
181,985
-7,857
180
$9.95M 0.15%
98,118
+1,193
181
$9.83M 0.15%
99,155
-49,699
182
$9.66M 0.14%
456,565
-8,971
183
$9.54M 0.14%
638,810
-43,184
184
$9.43M 0.14%
1,159,665
+14,422
185
$9.17M 0.14%
152,711
+38
186
$8.9M 0.13%
229,820
-23,647
187
$8.84M 0.13%
+254,009
188
$8.52M 0.13%
81,510
-35,275
189
$8.22M 0.12%
205,317
-2,327
190
$8.15M 0.12%
201,236
+12,008
191
$8.09M 0.12%
651,702
-33,066
192
$7.88M 0.12%
62,578
-762
193
$7.86M 0.12%
199,450
+300
194
$7.82M 0.12%
55,547
-600
195
$7.16M 0.11%
46,663
-21,637
196
$7.07M 0.11%
429,668
+16,122
197
$6.91M 0.1%
325,500
-18,900
198
$6.85M 0.1%
153,833
+102,797
199
$6.83M 0.1%
102,984
-1,047
200
$6.62M 0.1%
84,275
-575