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
201
$8.34M 0.14%
60,642
-665
202
$8.33M 0.14%
216,782
-10,225
203
$8.16M 0.14%
+78,890
204
$8M 0.13%
414,480
-7,687
205
$7.87M 0.13%
211,544
+4,080
206
$7.7M 0.13%
685,421
-31,974
207
$7.5M 0.13%
210,700
-21,800
208
$7.38M 0.12%
311,400
-300
209
$7.32M 0.12%
95,386
-8,042
210
$6.93M 0.12%
67,089
-17,430
211
$6.78M 0.11%
67,973
-2,850
212
$6.67M 0.11%
102,100
-676
213
$6.62M 0.11%
614,439
-24,366
214
$6.52M 0.11%
240,648
-1,236
215
$6.51M 0.11%
82,105
+235
216
$6.23M 0.1%
451,234
-19,064
217
$5.93M 0.1%
56,385
-2,196
218
$5.73M 0.1%
190,038
-23,151
219
$5.55M 0.09%
40,073
-727
220
$5.54M 0.09%
+62,053
221
$5.45M 0.09%
152,528
-10,650
222
$5.38M 0.09%
140,850
+2
223
$4.93M 0.08%
50,195
+45,329
224
$4.92M 0.08%
68,930
-50
225
$4.79M 0.08%
41,451
-7,769
7 8
9
10 11