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BTW

Boston Trust Walden Portfolio holdings

AUM $13.1B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
-1.45%
1 Year Est. Return
+24.63%
3 Year Est. Return
+61.41%
5 Year Est. Return
+82.17%
10 Year Est. Return
+348.28%
AUM
$13.7B
AUM Growth
-$564M
Cap. Flow
-$114M
Cap. Flow %
-0.83%
Top 10 Hldgs %
17.45%
Holding
389
New
10
Increased
96
Reduced
194
Closed
17

Top Buys

Rank Stock Value
1
ZBH icon
Zimmer Biomet
ZBH
+$51.1M
2
NTAP icon
NetApp
NTAP
+$48.3M
3
AM icon
Antero Midstream
AM
+$47.2M
4
AMZN icon
Amazon
AMZN
+$40.7M
5
PG icon
Procter & Gamble
PG
+$37.8M

Top Sells

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$51.3M
2
WAT icon
Waters Corp
WAT
+$50.2M
3
PKG icon
Packaging Corp of America
PKG
+$31.8M
4
FLO icon
Flowers Foods
FLO
+$30M
5
MSFT icon
Microsoft
MSFT
+$29.1M

Sector Composition

Rank Sector Weight
1 Technology 22.64%
2 Financials 16.75%
3 Healthcare 14.64%
4 Industrials 13.63%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
226
CME Group
CME
$95.5B
$4.44M 0.03%
16,719
+150
+0.9% +$37K
VO icon
227
Vanguard Morningstar Mid-Cap ETF
VO
$107B
$4.26M 0.03%
65,860
-40
-0.1% -$2.68K
VTI icon
228
Vanguard Morningstar Total Stock Market ETF
VTI
$669B
$4.12M 0.03%
14,998
-15
-0.1% -$4.36K
AVGO icon
229
Broadcom
AVGO
$1.85T
$4.05M 0.03%
24,160
-145
-0.6% -$30.7K
EOG icon
230
EOG Resources
EOG
$78B
$3.93M 0.03%
+30,643
New +$3.94M
SFM icon
231
Sprouts Farmers Market
SFM
$8.35B
$3.71M 0.03%
24,289
-482
-2% -$71.9K
MCO icon
232
Moody's
MCO
$82.7B
$3.44M 0.03%
7,380
-100
-1% -$48.2K
MA icon
233
Mastercard
MA
$501B
$3.36M 0.02%
6,124
-50
-0.8% -$27.2K
SPY icon
234
State Street SPDR S&P 500 ETF Trust
SPY
$805B
$3.26M 0.02%
5,825
-37
-0.6% -$21.7K
HON icon
235
Honeywell
HON
$77.4B
$3.18M 0.02%
15,954
+226
+1% +$45.7K
MMM icon
236
3M
MMM
$91.2B
$2.77M 0.02%
18,849
-51
-0.3% -$7.49K
IWD icon
237
iShares Russell 1000 Value ETF
IWD
$82.4B
$2.75M 0.02%
14,638
– –
KO icon
238
Coca-Cola
KO
$373B
$2.73M 0.02%
38,064
-25
-0.1% -$1.67K
LLY icon
239
Eli Lilly
LLY
$993B
$2.71M 0.02%
3,284
+40
+1% +$33.3K
LIN icon
240
Linde
LIN
$221B
$2.66M 0.02%
5,716
-2
-0% -$900
VRSK icon
241
Verisk Analytics
VRSK
$25B
$2.4M 0.02%
8,074
– –
BRK.A icon
242
Berkshire Hathaway Class A
BRK.A
$1.11T
$2.4M 0.02%
3
– –
OMC icon
243
Omnicom Group
OMC
$21.9B
$2.29M 0.02%
27,654
-137,329
-83% -$11.5M
NEE icon
244
NextEra Energy
NEE
$180B
$2.27M 0.02%
32,004
+500
+2% +$35.3K
MANH icon
245
Manhattan Associates
MANH
$11B
$2.24M 0.02%
12,922
-435
-3% -$90.6K
VLTO icon
246
Veralto
VLTO
$23B
$2.16M 0.02%
22,124
-163
-0.7% -$16.3K
DG icon
247
Dollar General
DG
$28B
$2.09M 0.02%
23,783
-2,000
-8% -$151K
SAP icon
248
SAP
SAP
$219B
$1.99M 0.01%
7,400
-125
-2% -$34K
VV icon
249
Vanguard Morningstar Large-Cap ETF
VV
$53.1B
$1.96M 0.01%
7,645
– –
DSI icon
250
iShares MSCI KLD 400 Social ETF
DSI
$5.42B
$1.95M 0.01%
19,067
-30
-0.2% -$3.27K
8 9
10
11 12

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TWIM
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PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
EPFB
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NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Boston Trust Walden's Q1 2025 Portfolio in Review

As of Q1 2025, Boston Trust Walden held 389 positions worth $13.7B, down 4% from $14.3B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Boston Trust Walden's Q1 2025 filing shows 10 new, 96 increased, 194 reduced and 17 closed positions. Its largest new stake was Zimmer Biomet: 478,073 shares worth $54.1M. The largest sale was Globus Medical, an estimated $51.3M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • Boston Trust Walden's largest Q1 2025 buy was Zimmer Biomet: 478,073 shares worth $54.1M.
  • Boston Trust Walden added most to NetApp in Q1 2025, an estimated $48.3M increase.
  • Boston Trust Walden's biggest Q1 2025 reduction was Waters Corp, cutting an estimated $50.2M.
  • Boston Trust Walden fully exited Globus Medical in Q1 2025, selling an estimated $51.3M.
  • Boston Trust Walden's ten largest holdings make up 17% of its $13.7B portfolio in Q1 2025.
  • Boston Trust Walden opened 10 new positions and closed 17 in Q1 2025.
  • Boston Trust Walden's portfolio value fell 4% quarter-over-quarter to $13.7B.

Based on Boston Trust Walden's 13F filing for Q1 2025, filed 21 Apr 2025.