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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
+2.48%
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
$13.2B
AUM Growth
-$380M
Cap. Flow
-$518M
Cap. Flow %
-3.91%
Top 10 Hldgs %
19.85%
Holding
401
New
10
Increased
43
Reduced
252
Closed
18

Top Buys

Rank Stock Value
1
DT icon
Dynatrace
DT
+$53.8M
2
ATMU icon
Atmus Filtration Technologies
ATMU
+$41.3M
3
SFM icon
Sprouts Farmers Market
SFM
+$40.4M
4
CVLT icon
Commault Systems
CVLT
+$34.6M
5
BMI icon
Badger Meter
BMI
+$32M

Top Sells

Rank Stock Value
1
ZBRA icon
Zebra Technologies
ZBRA
+$51.5M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$32.3M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$31M
4
TDC icon
Teradata
TDC
+$30.8M
5
TER icon
Teradyne
TER
+$27.4M

Sector Composition

Rank Sector Weight
1 Technology 24.85%
2 Industrials 15.21%
3 Financials 14.88%
4 Healthcare 13.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
251
Intuit
INTU
$86.5B
$2.19M 0.02%
3,309
-100
-3% -$66.1K
RTX icon
252
RTX Corp
RTX
$290B
$2.18M 0.02%
11,897
– –
VLTO icon
253
Veralto
VLTO
$23B
$2.13M 0.02%
21,369
-171
-0.8% -$17.3K
MDT icon
254
Medtronic
MDT
$109B
$2.07M 0.02%
21,576
-30,478
-59% -$2.96M
IWR icon
255
iShares Russell Mid-Cap ETF
IWR
$56B
$1.9M 0.01%
19,725
– –
SPGI icon
256
S&P Global
SPGI
$121B
$1.78M 0.01%
3,415
-15
-0.4% -$7.42K
PFE icon
257
Pfizer
PFE
$143B
$1.76M 0.01%
70,704
-225
-0.3% -$5.67K
WMT icon
258
Walmart Inc
WMT
$885B
$1.66M 0.01%
14,911
-148
-1% -$15.9K
VUG icon
259
Vanguard Morningstar Growth ETF
VUG
$220B
$1.63M 0.01%
20,004
– –
CMG icon
260
Chipotle Mexican Grill
CMG
$47.2B
$1.55M 0.01%
41,897
– –
TSLA icon
261
Tesla
TSLA
$1.23T
$1.52M 0.01%
3,385
+25
+0.7% +$11.1K
NSC icon
262
Norfolk Southern
NSC
$75.4B
$1.52M 0.01%
5,267
– –
GE icon
263
GE Aerospace
GE
$374B
$1.51M 0.01%
4,908
-75
-2% -$22.6K
WM icon
264
Waste Management
WM
$90.6B
$1.5M 0.01%
6,822
-295
-4% -$62.9K
MTB icon
265
M&T Bank
MTB
$35.7B
$1.45M 0.01%
7,175
-995
-12% -$190K
VEA icon
266
Vanguard FTSE Developed Markets ETF
VEA
$229B
$1.36M 0.01%
21,848
– –
OMC icon
267
Omnicom Group
OMC
$21.6B
$1.27M 0.01%
15,696
-600
-4% -$45.8K
WFC icon
268
Wells Fargo
WFC
$261B
$1.26M 0.01%
13,515
– –
MCK icon
269
McKesson
MCK
$100B
$1.2M 0.01%
1,468
-12
-0.8% -$9.79K
ED icon
270
Consolidated Edison
ED
$40.1B
$1.2M 0.01%
12,098
– –
CVS icon
271
CVS Health
CVS
$133B
$1.14M 0.01%
14,413
– –
SAP icon
272
SAP
SAP
$212B
$1.14M 0.01%
4,695
-1,630
-26% -$415K
ETN icon
273
Eaton
ETN
$161B
$1.13M 0.01%
3,541
-30
-0.8% -$10.6K
REGN icon
274
Regeneron Pharmaceuticals
REGN
$78.5B
$1.12M 0.01%
1,453
– –
GS icon
275
Goldman Sachs
GS
$300B
$1.05M 0.01%
1,194
– –
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
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Boston Trust Walden's Q4 2025 Portfolio in Review

As of Q4 2025, Boston Trust Walden held 401 positions worth $13.2B, down 2.8% from $13.6B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Boston Trust Walden withdrew a net $518M in Q4 2025, closing 18 positions and reducing 252 holdings. Its most notable exit was Zebra Technologies, an estimated $51.5M position sold in full.

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

Against the trend, Boston Trust Walden opened a new position in Dynatrace worth $50M.

  • Boston Trust Walden's largest Q4 2025 buy was Dynatrace: 1,153,340 shares worth $50M.
  • Boston Trust Walden added most to Sprouts Farmers Market in Q4 2025, an estimated $40.4M increase.
  • Boston Trust Walden's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $32.3M.
  • Boston Trust Walden fully exited Zebra Technologies in Q4 2025, selling an estimated $51.5M.
  • Boston Trust Walden's ten largest holdings make up 20% of its $13.2B portfolio in Q4 2025.
  • Boston Trust Walden opened 10 new positions and closed 18 in Q4 2025.
  • Boston Trust Walden's portfolio value fell 2.8% quarter-over-quarter to $13.2B.

Based on Boston Trust Walden's 13F filing for Q4 2025, filed 28 Jan 2026.