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
176
$12.2M 0.2%
635,933
-29,592
177
$12.2M 0.2%
214,775
-6,163
178
$11.9M 0.2%
705,876
-26,298
179
$11.9M 0.2%
174,350
+1,300
180
$11.8M 0.2%
97,032
-205
181
$11.8M 0.2%
187,665
+48,746
182
$11.6M 0.19%
1,313,426
-411,371
183
$11.4M 0.19%
211,786
-368,607
184
$11.3M 0.19%
179,033
-12,151
185
$11.2M 0.19%
484,211
-16,679
186
$9.96M 0.17%
69,290
-677
187
$9.9M 0.17%
699,157
-31,150
188
$9.69M 0.16%
200,932
-2,084
189
$9.43M 0.16%
145,696
-2,281
190
$9.25M 0.15%
79,895
+25,272
191
$9.11M 0.15%
103,409
-7,060
192
$9.03M 0.15%
169,277
-6,489
193
$8.99M 0.15%
+315,972
194
$8.82M 0.15%
293,163
+42,655
195
$8.79M 0.15%
135,886
-18,376
196
$8.58M 0.14%
53,692
-729
197
$8.56M 0.14%
223,770
+14,830
198
$8.55M 0.14%
218,450
+304
199
$8.48M 0.14%
135,451
+120,822
200
$8.43M 0.14%
544,120
-314
6 7
8
9 10