We are live on ! Find out more
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
CMG icon
251
Chipotle Mexican Grill
CMG
$47B
$1.93M 0.01%
38,371
-1,029
-3% -$56K
INTU icon
252
Intuit
INTU
$88B
$1.91M 0.01%
3,104
– –
PFE icon
253
Pfizer
PFE
$142B
$1.85M 0.01%
72,862
+1,821
+3% +$47.7K
IWM icon
254
iShares Russell 2000 ETF
IWM
$81.5B
$1.83M 0.01%
9,196
-39,244
-81% -$8.51M
PH icon
255
Parker-Hannifin
PH
$125B
$1.79M 0.01%
2,950
– –
BAC icon
256
Bank of America
BAC
$437B
$1.76M 0.01%
42,162
+2,954
+8% +$132K
CMI icon
257
Cummins
CMI
$89.5B
$1.71M 0.01%
5,465
+205
+4% +$72.2K
RY icon
258
Royal Bank of Canada
RY
$293B
$1.71M 0.01%
15,170
– –
IWR icon
259
iShares Russell Mid-Cap ETF
IWR
$56.3B
$1.68M 0.01%
19,725
-725
-4% -$64.7K
WM icon
260
Waste Management
WM
$90.3B
$1.63M 0.01%
7,049
– –
SPGI icon
261
S&P Global
SPGI
$122B
$1.6M 0.01%
3,152
-7
-0.2% -$3.58K
RTX icon
262
RTX Corp
RTX
$292B
$1.58M 0.01%
+11,897
New +$1.51M
IVV icon
263
iShares Core S&P 500 ETF
IVV
$884B
$1.46M 0.01%
2,606
– –
AMCR icon
264
Amcor
AMCR
$21.2B
$1.43M 0.01%
29,554
– –
FISV
265
Fiserv Inc
FISV
$29B
$1.4M 0.01%
6,338
– –
KMB icon
266
Kimberly-Clark
KMB
$36.4B
$1.36M 0.01%
9,579
-125
-1% -$16.8K
ED icon
267
Consolidated Edison
ED
$39.7B
$1.34M 0.01%
12,098
– –
WMT icon
268
Walmart Inc
WMT
$881B
$1.3M 0.01%
14,800
– –
NSC icon
269
Norfolk Southern
NSC
$75.3B
$1.25M 0.01%
5,267
-200
-4% -$48.7K
VUG icon
270
Vanguard Morningstar Growth ETF
VUG
$226B
$1.24M 0.01%
20,004
– –
MCK icon
271
McKesson
MCK
$99.7B
$1.21M 0.01%
1,795
– –
GE icon
272
GE Aerospace
GE
$380B
$1.09M 0.01%
5,430
-309
-5% -$60.8K
BF.A icon
273
Brown-Forman Class A
BF.A
$13B
$1.08M 0.01%
32,400
– –
SNPS icon
274
Synopsys
SNPS
$74.7B
$1.06M 0.01%
2,474
– –
DEO icon
275
Diageo
DEO
$49.3B
$1.05M 0.01%
10,031
-16,655
-62% -$1.88M
9 10
11
12 13

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 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.