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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
+4.98%
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
$14B
AUM Growth
+$333M
Cap. Flow
-$46.3M
Cap. Flow %
-0.33%
Top 10 Hldgs %
17.78%
Holding
384
New
12
Increased
132
Reduced
160
Closed
10

Top Buys

Rank Stock Value
1
HUBB icon
Hubbell
HUBB
+$25.1M
2
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$25M
3
NVDA icon
NVIDIA
NVDA
+$23.3M
4
AYI icon
Acuity Brands
AYI
+$22.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$20.8M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$34.6M
2
V icon
Visa
V
+$33.8M
3
THG icon
Hanover Insurance
THG
+$28.8M
4
ADI icon
Analog Devices
ADI
+$26M
5
TTC icon
Toro Company
TTC
+$24.7M

Sector Composition

Rank Sector Weight
1 Technology 24.83%
2 Financials 17.15%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
226
CME Group
CME
$96.1B
$4.45M 0.03%
16,159
-560
-3% -$152K
GIS icon
227
General Mills
GIS
$19.4B
$4.22M 0.03%
81,456
-31,524
-28% -$1.74M
VO icon
228
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$3.96M 0.03%
56,572
-9,288
-14% -$610K
SPY icon
229
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$3.9M 0.03%
6,318
+493
+8% +$282K
SFM icon
230
Sprouts Farmers Market
SFM
$8.17B
$3.89M 0.03%
23,607
-682
-3% -$111K
MCO icon
231
Moody's
MCO
$83.5B
$3.71M 0.03%
7,400
+20
+0.3% +$9.26K
CMI icon
232
Cummins
CMI
$87.3B
$3.68M 0.03%
11,245
+5,780
+106% +$1.79M
BSX icon
233
Boston Scientific
BSX
$68.4B
$3.62M 0.03%
33,667
+27,011
+406% +$2.73M
HON icon
234
Honeywell
HON
$76.7B
$3.5M 0.03%
15,954
– –
MA icon
235
Mastercard
MA
$510B
$3.45M 0.02%
6,137
+13
+0.2% +$7.19K
MMM icon
236
3M
MMM
$90.8B
$2.87M 0.02%
18,849
– –
LIN icon
237
Linde
LIN
$235B
$2.87M 0.02%
6,115
+399
+7% +$182K
IWD icon
238
iShares Russell 1000 Value ETF
IWD
$81.8B
$2.84M 0.02%
14,638
– –
KO icon
239
Coca-Cola
KO
$381B
$2.69M 0.02%
37,964
-100
-0.3% -$7.12K
INTU icon
240
Intuit
INTU
$86.3B
$2.69M 0.02%
3,409
+305
+10% +$206K
LLY icon
241
Eli Lilly
LLY
$1.03T
$2.55M 0.02%
3,274
-10
-0.3% -$7.77K
DG icon
242
Dollar General
DG
$28.1B
$2.51M 0.02%
21,923
-1,860
-8% -$185K
VRSK icon
243
Verisk Analytics
VRSK
$26.1B
$2.51M 0.02%
8,049
-25
-0.3% -$7.58K
CMG icon
244
Chipotle Mexican Grill
CMG
$49.4B
$2.35M 0.02%
41,897
+3,526
+9% +$179K
BAC icon
245
Bank of America
BAC
$433B
$2.3M 0.02%
48,606
+6,444
+15% +$271K
DSI icon
246
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
$2.21M 0.02%
19,003
-64
-0.3% -$6.82K
SAP icon
247
SAP
SAP
$209B
$2.2M 0.02%
7,250
-150
-2% -$43K
NEE icon
248
NextEra Energy
NEE
$183B
$2.2M 0.02%
31,731
-273
-0.9% -$19K
BRK.A icon
249
Berkshire Hathaway Class A
BRK.A
$1.1T
$2.19M 0.02%
3
– –
VV icon
250
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$2.18M 0.02%
7,645
– –
8 9
10
11 12

Similar funds

TWIM
TIAA Wealth Investment Management New York $13.1B AUM
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
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
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 Q2 2025 Portfolio in Review

As of Q2 2025, Boston Trust Walden held 384 positions worth $14B, up 2.4% from $13.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Boston Trust Walden's Q2 2025 filing shows 12 new, 132 increased, 160 reduced and 10 closed positions. Its largest new stake was Amalgamated Financial: 544,044 shares worth $17M. The largest sale was UnitedHealth, an estimated $34.6M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Boston Trust Walden's largest Q2 2025 buy was Amalgamated Financial: 544,044 shares worth $17M.
  • Boston Trust Walden added most to Hubbell in Q2 2025, an estimated $25.1M increase.
  • Boston Trust Walden's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $34.6M.
  • Boston Trust Walden fully exited Helmerich & Payne in Q2 2025, selling an estimated $21.8M.
  • Boston Trust Walden's ten largest holdings make up 18% of its $14B portfolio in Q2 2025.
  • Boston Trust Walden opened 12 new positions and closed 10 in Q2 2025.
  • Boston Trust Walden's portfolio value rose 2.4% quarter-over-quarter to $14B.

Based on Boston Trust Walden's 13F filing for Q2 2025, filed 28 Jul 2025.