BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
1
$109M 1.62%
3,517,692
+21,088
2
$83.4M 1.24%
1,030,455
-27,547
3
$81.4M 1.21%
1,623,054
-9,040
4
$79.6M 1.18%
525,356
-4,500
5
$76.9M 1.14%
764,301
+59,652
6
$76.7M 1.14%
818,978
+3,237
7
$74.8M 1.11%
533,953
-3,187
8
$72.1M 1.07%
1,135,801
+286,588
9
$71.4M 1.06%
302,613
-3,563
10
$70.4M 1.05%
1,731,945
-3,950
11
$68M 1.01%
673,041
-2,504
12
$67.9M 1.01%
699,086
-22,838
13
$67.7M 1%
490,612
-2,655
14
$67.3M 1%
1,117,932
-69,104
15
$66.9M 0.99%
1,292,529
+108,605
16
$66.2M 0.98%
849,571
+16,757
17
$62.6M 0.93%
373,859
+2,456
18
$61.7M 0.92%
1,008,791
-29,818
19
$60.8M 0.9%
1,141,821
-6,068
20
$59.7M 0.89%
624,413
-1,648
21
$59M 0.88%
720,118
+1,248
22
$58.6M 0.87%
1,111,938
-39,314
23
$58.1M 0.86%
677,882
-2,891
24
$57.8M 0.86%
875,307
-23,175
25
$57.8M 0.86%
679,844
-23,856
1
2 3 4 5