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
176
$10.9M 0.16%
202,738
+131,382
177
$10.6M 0.16%
135,469
-2,983
178
$10.3M 0.15%
738,765
-23,752
179
$9.83M 0.15%
610,544
-21,848
180
$9.61M 0.14%
178,436
-3,549
181
$9.53M 0.14%
81,202
-16,916
182
$9.47M 0.14%
202,176
+940
183
$9.24M 0.14%
150,988
-1,723
184
$8.99M 0.13%
158,663
+54,869
185
$8.99M 0.13%
222,129
-7,691
186
$8.94M 0.13%
209,250
+9,800
187
$8.79M 0.13%
173,925
+101,666
188
$8.77M 0.13%
198,987
-6,330
189
$8.66M 0.13%
54,411
-1,136
190
$8.59M 0.13%
518,788
+89,120
191
$8.34M 0.12%
393,710
-62,855
192
$8.33M 0.12%
79,703
-56,324
193
$8.31M 0.12%
432,573
-7,889
194
$7.92M 0.12%
479,700
-9,410
195
$7.84M 0.12%
60,523
-2,055
196
$7.4M 0.11%
311,700
-13,800
197
$7.37M 0.11%
642,783
-8,919
198
$7.24M 0.11%
99,831
+144
199
$7.05M 0.1%
225,412
-53,357
200
$6.96M 0.1%
48,222
+34,330
6 7
8
9 10