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Boston Trust Walden Portfolio holdings

AUM $13.1B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
+5.44%
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
$13.6B
AUM Growth
-$390M
Cap. Flow
-$833M
Cap. Flow %
-6.11%
Top 10 Hldgs %
19.04%
Holding
403
New
29
Increased
86
Reduced
204
Closed
12

Top Buys

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$68.3M
2
NYT icon
New York Times
NYT
+$57.8M
3
SFM icon
Sprouts Farmers Market
SFM
+$54.5M
4
GDDY icon
GoDaddy
GDDY
+$47M
5
FTNT icon
Fortinet
FTNT
+$32.4M

Top Sells

Rank Stock Value
1
EVR icon
Evercore
EVR
+$52.5M
2
WAT icon
Waters Corp
WAT
+$51.9M
3
JNJ icon
Johnson & Johnson
JNJ
+$51.4M
4
NTRS icon
Northern Trust
NTRS
+$42.6M
5
MSFT icon
Microsoft
MSFT
+$41.8M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Financials 15.29%
3 Industrials 14.96%
4 Healthcare 12.66%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USB icon
226
US Bancorp
USB
$98.2B
$4.64M 0.03%
95,946
-149,655
-61% -$7.08M
ACI icon
227
Albertsons Companies
ACI
$5.62B
$4.6M 0.03%
262,636
– –
CMI icon
228
Cummins
CMI
$87.5B
$4.57M 0.03%
10,827
-418
-4% -$160K
PYPL icon
229
PayPal
PYPL
$48.9B
$4.21M 0.03%
+62,825
New +$4.43M
SPY icon
230
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$4.21M 0.03%
6,318
– –
AMGN icon
231
Amgen
AMGN
$208B
$4.14M 0.03%
14,670
-19,260
-57% -$5.59M
CME icon
232
CME Group
CME
$96.3B
$4.08M 0.03%
15,114
-1,045
-6% -$284K
MA icon
233
Mastercard
MA
$502B
$3.49M 0.03%
6,127
-10
-0.2% -$5.74K
MCO icon
234
Moody's
MCO
$82.8B
$3.48M 0.03%
7,300
-100
-1% -$50.4K
HON icon
235
Honeywell
HON
$77B
$3.08M 0.02%
15,517
-437
-3% -$91.3K
IWD icon
236
iShares Russell 1000 Value ETF
IWD
$82.2B
$2.98M 0.02%
14,638
– –
LIN icon
237
Linde
LIN
$221B
$2.94M 0.02%
6,181
+66
+1% +$31.2K
MMM icon
238
3M
MMM
$90.9B
$2.92M 0.02%
18,800
-49
-0.3% -$7.55K
CTSH icon
239
Cognizant
CTSH
$24.9B
$2.87M 0.02%
42,862
-51,357
-55% -$3.71M
BAC icon
240
Bank of America
BAC
$435B
$2.54M 0.02%
49,300
+694
+1% +$33.9K
KO icon
241
Coca-Cola
KO
$377B
$2.52M 0.02%
37,964
– –
LLY icon
242
Eli Lilly
LLY
$1.02T
$2.47M 0.02%
3,243
-31
-0.9% -$23.1K
DSI icon
243
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$2.39M 0.02%
19,003
– –
NEE icon
244
NextEra Energy
NEE
$181B
$2.38M 0.02%
31,562
-169
-0.5% -$12.3K
VV icon
245
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$2.35M 0.02%
7,645
– –
INTU icon
246
Intuit
INTU
$86.5B
$2.33M 0.02%
3,409
– –
IWM icon
247
iShares Russell 2000 ETF
IWM
$79.8B
$2.31M 0.02%
9,535
-30,841
-76% -$7.08M
VLTO icon
248
Veralto
VLTO
$23B
$2.3M 0.02%
21,540
+32
+0.1% +$3.38K
BRK.A icon
249
Berkshire Hathaway Class A
BRK.A
$1.1T
$2.26M 0.02%
3
– –
PH icon
250
Parker-Hannifin
PH
$123B
$2.24M 0.02%
2,950
– –
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
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Boston Trust Walden held 403 positions worth $13.6B, down 2.8% from $14B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Boston Trust Walden withdrew a net $833M in Q3 2025, closing 12 positions and reducing 204 holdings. Its most notable exit was Independent Bank, an estimated $36.8M position sold in full.

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

Against the trend, Boston Trust Walden opened a new position in Globus Medical worth $67.9M.

  • Boston Trust Walden's largest Q3 2025 buy was Globus Medical: 1,185,461 shares worth $67.9M.
  • Boston Trust Walden added most to Sprouts Farmers Market in Q3 2025, an estimated $54.5M increase.
  • Boston Trust Walden's biggest Q3 2025 reduction was Evercore, cutting an estimated $52.5M.
  • Boston Trust Walden fully exited Independent Bank in Q3 2025, selling an estimated $36.8M.
  • Boston Trust Walden's ten largest holdings make up 19% of its $13.6B portfolio in Q3 2025.
  • Boston Trust Walden opened 29 new positions and closed 12 in Q3 2025.
  • Boston Trust Walden's portfolio value fell 2.8% quarter-over-quarter to $13.6B.

Based on Boston Trust Walden's 13F filing for Q3 2025, filed 17 Oct 2025.