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
201
$6.76M 0.1%
154,222
+389
202
$6.72M 0.1%
152,346
+30,123
203
$6.68M 0.1%
43,507
-3,156
204
$6.6M 0.1%
100,116
-2,868
205
$6.51M 0.1%
220,913
+25,295
206
$6.48M 0.1%
118,094
+52,741
207
$6.4M 0.1%
50,372
-2,189
208
$6.33M 0.09%
77,171
-7,104
209
$6.13M 0.09%
59,704
-39,451
210
$5.92M 0.09%
42,789
-235,931
211
$5.7M 0.08%
162,664
-230
212
$5.69M 0.08%
49,484
-791
213
$5.44M 0.08%
136,482
-4,246
214
$5.03M 0.07%
52,117
-2,441
215
$5.02M 0.07%
101,078
-3,151
216
$4.95M 0.07%
65,291
-1,377
217
$4.94M 0.07%
61,568
+4,537
218
$4.93M 0.07%
62,692
-1,921
219
$4.88M 0.07%
92,391
-3,438
220
$4.86M 0.07%
137,448
-47,928
221
$4.83M 0.07%
54,695
-335
222
$4.71M 0.07%
115,303
+5,950
223
$4.3M 0.06%
92,760
-1,275
224
$4.11M 0.06%
34,602
+2,696
225
$4.09M 0.06%
35,785
-45,725
7 8
9
10 11