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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
RY icon
251
Royal Bank of Canada
RY
$291B
$2.23M 0.02%
15,170
– –
IVV icon
252
iShares Core S&P 500 ETF
IVV
$878B
$2.15M 0.02%
3,207
+726
+29% +$468K
VRSK icon
253
Verisk Analytics
VRSK
$25.4B
$2.05M 0.02%
8,160
+111
+1% +$30.5K
RTX icon
254
RTX Corp
RTX
$290B
$1.99M 0.01%
11,897
– –
IWR icon
255
iShares Russell Mid-Cap ETF
IWR
$56B
$1.9M 0.01%
19,725
– –
PFE icon
256
Pfizer
PFE
$143B
$1.81M 0.01%
70,929
-33
-0% -$815
SAP icon
257
SAP
SAP
$212B
$1.69M 0.01%
6,325
-925
-13% -$260K
SPGI icon
258
S&P Global
SPGI
$121B
$1.67M 0.01%
3,430
+15
+0.4% +$8.03K
CMG icon
259
Chipotle Mexican Grill
CMG
$47.2B
$1.64M 0.01%
41,897
– –
MTB icon
260
M&T Bank
MTB
$35.7B
$1.61M 0.01%
8,170
-40,842
-83% -$8.01M
VUG icon
261
Vanguard Morningstar Growth ETF
VUG
$220B
$1.6M 0.01%
20,004
– –
NSC icon
262
Norfolk Southern
NSC
$75.4B
$1.58M 0.01%
5,267
– –
WM icon
263
Waste Management
WM
$90.6B
$1.57M 0.01%
7,117
+45
+0.6% +$10.1K
WMT icon
264
Walmart Inc
WMT
$885B
$1.55M 0.01%
15,059
+283
+2% +$28.2K
GE icon
265
GE Aerospace
GE
$374B
$1.5M 0.01%
4,983
– –
TSLA icon
266
Tesla
TSLA
$1.23T
$1.49M 0.01%
3,360
+17
+0.5% +$5.9K
ETN icon
267
Eaton
ETN
$161B
$1.34M 0.01%
3,571
+50
+1% +$18.2K
OMC icon
268
Omnicom Group
OMC
$21.6B
$1.33M 0.01%
16,296
-1,725
-10% -$130K
VEA icon
269
Vanguard FTSE Developed Markets ETF
VEA
$229B
$1.31M 0.01%
21,848
+7,500
+52% +$437K
ED icon
270
Consolidated Edison
ED
$40.1B
$1.22M 0.01%
12,098
– –
SNPS icon
271
Synopsys
SNPS
$74.4B
$1.21M 0.01%
2,447
-68
-3% -$38.4K
KMB icon
272
Kimberly-Clark
KMB
$36.3B
$1.18M 0.01%
9,527
-52
-0.5% -$6.72K
MCK icon
273
McKesson
MCK
$100B
$1.14M 0.01%
1,480
-127
-8% -$89.4K
WFC icon
274
Wells Fargo
WFC
$261B
$1.13M 0.01%
13,515
– –
AMCR icon
275
Amcor
AMCR
$20.8B
$1.11M 0.01%
27,254
– –
9 10
11
12 13

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RCMU
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EPFB
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NMIFOAC
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AAMU
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MGIA
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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.