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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
+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
VLTO icon
251
Veralto
VLTO
$23.1B
$2.17M 0.02%
21,508
-616
-3% -$59.4K
PH icon
252
Parker-Hannifin
PH
$121B
$2.06M 0.01%
2,950
– –
RY icon
253
Royal Bank of Canada
RY
$292B
$2M 0.01%
15,170
– –
IWR icon
254
iShares Russell Mid-Cap ETF
IWR
$56.1B
$1.81M 0.01%
19,725
– –
SPGI icon
255
S&P Global
SPGI
$122B
$1.8M 0.01%
3,415
+263
+8% +$131K
RTX icon
256
RTX Corp
RTX
$289B
$1.74M 0.01%
11,897
– –
PFE icon
257
Pfizer
PFE
$142B
$1.72M 0.01%
70,962
-1,900
-3% -$44.3K
WM icon
258
Waste Management
WM
$90.9B
$1.62M 0.01%
7,072
+23
+0.3% +$5.33K
IVV icon
259
iShares Core S&P 500 ETF
IVV
$872B
$1.54M 0.01%
2,481
-125
-5% -$71.8K
VUG icon
260
Vanguard Morningstar Growth ETF
VUG
$218B
$1.46M 0.01%
20,004
– –
WMT icon
261
Walmart Inc
WMT
$884B
$1.44M 0.01%
14,776
-24
-0.2% -$2.29K
NSC icon
262
Norfolk Southern
NSC
$75B
$1.35M 0.01%
5,267
– –
OMC icon
263
Omnicom Group
OMC
$21.8B
$1.3M 0.01%
18,021
-9,633
-35% -$712K
SNPS icon
264
Synopsys
SNPS
$71.3B
$1.29M 0.01%
2,515
+41
+2% +$19.1K
GE icon
265
GE Aerospace
GE
$368B
$1.28M 0.01%
4,983
-447
-8% -$98.1K
ETN icon
266
Eaton
ETN
$150B
$1.26M 0.01%
3,521
+862
+32% +$265K
AMCR icon
267
Amcor
AMCR
$20.9B
$1.25M 0.01%
27,254
-2,300
-8% -$106K
KMB icon
268
Kimberly-Clark
KMB
$36.6B
$1.23M 0.01%
9,579
– –
ED icon
269
Consolidated Edison
ED
$40.4B
$1.21M 0.01%
12,098
– –
MCK icon
270
McKesson
MCK
$101B
$1.18M 0.01%
1,607
-188
-10% -$133K
FISV
271
Fiserv Inc
FISV
$28.8B
$1.09M 0.01%
6,338
– –
WFC icon
272
Wells Fargo
WFC
$258B
$1.08M 0.01%
13,515
– –
VXF icon
273
Vanguard Extended Market ETF
VXF
$30.4B
$1.07M 0.01%
5,538
+31
+0.6% +$5.5K
TSLA icon
274
Tesla
TSLA
$1.22T
$1.06M 0.01%
3,343
– –
DIS icon
275
Walt Disney
DIS
$167B
$1.06M 0.01%
8,526
-50
-0.6% -$5.2K
9 10
11
12 13

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RCMU
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NMIFOAC
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AAMU
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MGIA
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TG
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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.