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
$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
1
$95.9M 1.6%
3,478,152
+8,828
2
$95.2M 1.59%
1,548,300
-14,718
3
$74.6M 1.25%
516,051
+173
4
$74.2M 1.24%
1,676,548
-6,766
5
$72.9M 1.22%
1,104,703
-19,449
6
$72.5M 1.21%
737,486
-54,829
7
$71.1M 1.19%
762,116
-463
8
$68.3M 1.14%
983,045
-15,255
9
$66.2M 1.11%
355,548
-18,189
10
$65.9M 1.1%
306,386
+2,473
11
$63.9M 1.07%
493,542
-1,856
12
$63M 1.05%
513,920
-152,633
13
$61.4M 1.03%
1,142,135
+26,237
14
$58M 0.97%
489,613
+7,074
15
$56.6M 0.94%
890,902
-94,956
16
$56.4M 0.94%
855,521
+3,940
17
$55.9M 0.93%
917,070
-9,483
18
$53.9M 0.9%
665,943
+10,950
19
$53.5M 0.89%
567,137
-10,162
20
$52.5M 0.88%
637,535
-20,889
21
$52.3M 0.87%
650,574
+934
22
$52M 0.87%
1,073,458
-2,070
23
$50.6M 0.85%
703,288
-5,176
24
$48.9M 0.82%
658,219
-9,577
25
$47.9M 0.8%
537,143
-1,270
1
2 3 4 5